Practice Head

An exciting and varied new entry level position is now available for a proactive, detail-oriented graduate calibre individual to support our client\’s team in the smooth running of day-to-day business processes. This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment.
Our client specialises in providing strategic financial planning for private clients, trustees and corporate businesses. The successful Practice Administrator will provide efficient and effective
administrative support to the financial advisory team, enabling them to focus on delivering high-quality client service. This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm.
Maintain and organise office files both physical and digital to ensure easy retrieval.
Support advisers with system navigation, including CRM tools, back-office software, and provider portals.
Manage incoming and outgoing mail, phone calls, and emails.
Linkedin, Facebook and Instagram.
Step in to assist advisers with basic paraplanning tasks, such as drafting templates or updating client financial summaries.
Ad hoc administrative tasks as directed by the Operations Manager.

A desire to build a career within the financial industry background.
Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint).
Time management – aptitude to manage schedules, meeting deadlines and maintaining productivity under pressure.
This is the ideal opportunity for a professional, task focussed individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients. Genuine career development opportunities exist for the right candidate alongside full training, a highly attractive salary and an attractive benefits package, including 25 days holiday, and breakfast and lunch provided daily.