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For Companies At a Glance
- Tasks: Support clients and manage schedules while ensuring smooth office operations.
- Company: Reputable financial practice in Brighton with a loyal client base.
- Benefits: Competitive salary, pension, and a supportive work environment.
- Why this job: Join a growing team and make a real difference in client interactions.
- Qualifications: Experience in administration, strong communication skills, and proficiency in Microsoft Office.
- Other info: Dynamic role with opportunities for personal and professional growth.
The predicted salary is between 26000 - 29000 £ per year.
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 number removed) between 9:00am - 5:30pm.
Financial Administrator in Brighton employer: Clearline Recruitment Ltd
Contact Detail:
Clearline Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator in Brighton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt for a Practice Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them that you’re not just another candidate; you’re genuinely interested in their practice and how you can contribute to their success.
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of client interaction, being able to articulate your thoughts clearly and confidently will set you apart. Consider doing mock interviews with friends or family.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Administrator gig, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Financial Administrator in Brighton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator role. Highlight your previous experience in administration or PA roles, and don’t forget to mention any relevant skills like Microsoft Office proficiency and CRM experience.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your strong communication skills and how you can manage competing priorities effectively.
Showcase Your Organisational Skills: In your application, give examples of how you've demonstrated strong organisational skills in past roles. This could be managing diaries, coordinating appointments, or maintaining client records – we want to see how you keep things running smoothly!
Apply Through Our Website: We encourage you to apply through our website for the best chance of success. It’s super easy, and you’ll be able to attach all your documents in one go. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Clearline Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on the financial services industry and the specific role of a Practice Administrator. Familiarise yourself with common terms and processes, especially those related to client management systems like Salesforce. This will show that you're not just interested in the job, but that you understand the field.
✨Showcase Your Skills
Prepare examples from your previous experience that highlight your organisational skills and attention to detail. Think about times when you managed competing priorities or improved a process. Be ready to discuss how you can bring these skills to the table in this new role.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on common interview questions for administrative roles, such as how you handle client interactions or manage a busy diary. Practising your responses will help you feel more confident and articulate during the actual interview.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, the company culture, or how success is measured in the role. This not only shows your interest but also helps you determine if the practice is the right fit for you.