Financial Administrator

Role: Practice AdministratorLocation: BrightonHours: Monday - Friday, 9:30am - 5:30pm (1 hour lunch break)Pay: £26,000 - £29,000 per annumAn 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 practiceThe RequirementsPrevious experience in an administration or PA role Experience 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 initiativeThe 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 ..... full job details .....