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 salaryPensionOpportunity to join a well-established practice The RequirementsPrevious experience in an administration or PA role within a financial advice or wealth management businessExperience working within a partner financial planning practice is advantageousProficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)Experience using CRM or client management systems (e.g. Salesforce) beneficialStrong written and verbal communication skills with excellent client interactionHighly organised with strong attention to detailAbility to manage competing priorities and work to deadlinesSelf-motivated with a proactive, positive attitudeComfortable working independently and taking initiative The RoleGreeting clients and supporting them ahead of meetings with the Financial AdviserManaging the adviser's diary, arranging and coordinating client appointmentsPreparing client welcome packs and review documentationMaintaining and updating client records on internal systems and CRM platformsPreparing and obtaining quotations and illustrations from product providersProcessing applications accurately and preparing relevant pre- and post-sale documentationSending and following up letters of authority with financial institutionsAssisting with fund switches and withdrawal requestsDrafting basic suitability reports for reviews and simple advice casesProducing investment performance charts and supporting analysis where requiredLiaising with clients and external contacts via telephone and emailProviding general administrative support including filing, scanning and document preparationSupporting the organisation of client eventsMaintaining 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 01273 063769 between 9:00am - 5:30pm.
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