Role: Practice Administrator
Location: Brighton
Hours: Monday - Friday, 9:30am - 5:30pm (1 hour lunch break)
Pay: £26,000 - £29,000 per annum
An excellent opportunity has arisen for a Practice Administrator to join one of our clients based in Brighton.
The business provides professional financial advice to a diverse client base across a range of planning and investment areas. The practice has built a strong reputation over a number of years, developing a loyal client base and continuing to grow steadily.
Benefits
*£26,000 - £29,000 basic salary
*Pension
*Opportunity to join a well-established practice
The Requirements
*Previous experience in an administration or PA role within a financial advice or wealth management business
*Experience working within a partner financial planning practice is advantageous
*Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
*Experience using CRM or client management systems (e.g. Salesforce) beneficial
*Strong written and verbal communication skills with excellent client interaction
*Highly organised with strong attention to detail
*Ability to manage competing priorities and work to deadlines
*Self-motivated with a proactive, positive attitude
*Comfortable working independently and taking initiative
The Role
*Greeting clients and supporting them ahead of meetings with the Financial Adviser
*Managing the adviser’s diary, arranging and coordinating client appointments
*Preparing client welcome packs and review documentation
*Maintaining and updating client records on internal systems and CRM platforms
*Preparing and obtaining quotations and illustrations from product providers
*Processing applications accurately and preparing relevant pre- and post-sale documentation
*Sending and following up letters of authority with financial institutions
*Assisting with fund switches and withdrawal requests
*Drafting basic suitability reports for reviews and simple advice cases
*Producing investment performance charts and supporting analysis where required
*Liaising with clients and external contacts via telephone and email
*Providing general administrative support including filing, scanning and document preparation
*Supporting the organisation of client events
*Maintaining office supplies and supporting the smooth day-to-day running of the office
If you’re keen to join an exceptional team who can offer a supportive environment within a well-established and growing practice, then please apply to this Practice Administrator role below or call Jamie Watson on between 9:00am - 5:30pm.