Overview
We are seeking a dedicated and detail-oriented Practice Administrator to oversee the daily operations of our practice. The ideal candidate will possess strong organisational skills and a solid background in administrative tasks, ensuring that the practice runs smoothly and efficiently. This role requires a proactive individual who can manage various responsibilities.
Core duties:
* Answer calls and address client or provider queries.
* Manage inbound enquiry email and respond as needed.
* Handle or distribute client correspondence.
* Prepare financial documentation for initial meetings using checklists.
* Record key client data in the CRM system.
* Submit applications to providers and track accuracy.
* Create Client Suitability Reports for adviser review.
* Monitor the business pipeline and take required actions.
* Handle ad hoc client admin tasks (withdrawals, address changes, document requests).
* Follow practice and regulatory requirements, including training.
Role Requirements:
* A proven track record in supporting a dynamic office environment
* Demonstrates initiative and is confident working independently and as part of a team
Preferable:
An understanding of the Financial Services Market (preferred, not essential), including:
* The role of a Financial Adviser
* Mortgage, protection, investment, and pension products
* Awareness of Data Protection and Financial Crime
Skills and attributes
* Adaptable
* Confident to work independently
* Conscientious—accountable, reliable, and punctual
* Highly accurate and detail-oriented
* Effective telephone communication
* Excellent written communication
* Strong administration and organisational skills, with the ability to manage processes and deliver to timelines
* Proficient at identifying and resolving issues, managing client expectations and stakeholder relationships
* Ability to collate data for reports
* Well-organised personally
* Strong work ethic and integrity
* Flexible approach
Work location: In person (ML9).
Please contact us if you meet the requirements and are interested in the role.