Financial 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 salary
• Pension
• Opportunity to join a well-established practice

The Requirements

• Previous experience in an administration or PA role
• 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 Angela on [phone removed] between 9:00am – 5:30pm.