At a Glance
- Tasks: Support clients and manage schedules while ensuring smooth office operations.
- Company: Reputable financial practice in Brighton with a strong client base.
- Benefits: Competitive salary, pension, and a supportive work environment.
- Other info: Opportunity for career growth in a dynamic and friendly workplace.
- Why this job: Join a growing team and make a difference in clients' financial journeys.
- Qualifications: Experience in administration, strong communication skills, and proficiency in Microsoft Office.
The predicted salary is between 26000 - 29000 £ per year.
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.
Financial Administrator in Brighton employer: Clearline Recruitment Ltd Careers
Join a forward-thinking company in Motherwell, Scotland, where as a Product Definition Lead, you will thrive in a collaborative and technically focused environment. With a commitment to employee growth, you will have the opportunity to lead complex projects in medical technology while benefiting from a supportive workplace culture that values innovation and teamwork. This role not only offers competitive pay but also the chance to shape the future of point-of-care systems alongside a highly skilled team.
Contact Details:
Clearline Recruitment Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator in Brighton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Clearline Recruitment Ltd Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Administrator in Brighton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Clearline Recruitment Ltd Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Clearline Recruitment Ltd Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Clearline Recruitment Ltd Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Clearline Recruitment Ltd Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Clearline Recruitment Ltd Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Clearline Recruitment Ltd Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
