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Practice administrator

Lanark
A business within The Openwork Partnership
Practice administrator
£23,000 - £23,809 a year
Posted: 21 September
Offer description

**This vacancy is for a business that is part of The Openwork Partnerhsip and is not a working directly for The Openwork Partnership**

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 enquiry inboxes and respond to emails 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.

Must have

* A proven track record in supporting a dynamic office environment
* Demonstrates initiative and is confident working independently and as part of a team

Nice to have

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

If this sounds like the role for you hit apply today

Job Type: Full-time

Pay: £23,000.00-£23,809.50 per year

Benefits:

* Company pension

Application question(s):

* Do you live in or near to Lanarkshire?
* Do you have Financial Services administration experience?
* Do you have Financial Services or relevant experience to the job description?

Work Location: In person

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