Practice administrator

Job Description


Up to £30,000 + Great Benefits

An exciting and varied new entry-level position is now available for a proactive, detail-oriented graduate-calibre individual to support our client's team in the smooth running of day-to-day business processes. This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment.

Our client specialises in providing strategic financial planning for private clients, trustees, and corporate businesses. As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.

The successful Practice Administrator will provide efficient and effective
administrative support to the financial advisory team, enabling them to focus on delivering high-quality client service. This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm.

Key Responsibilities

1. Manage and update client records, ensuring accuracy and confidentiality.
2. Maintain and organise office files both physical and digital to ensure easy retrieval.
3. Prepare meeting packs, including reports and supporting documentation, ahead of client meetings.