Practice Administrator
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 ..... full job details .....
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