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 the chance to grow in a well-established practice.
- Other info: Opportunity for personal growth in a supportive environment.
- Why this job: Join a dynamic team and make a real 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
Financial Administrator in Brighton employer: Clearline Recruitment Ltd
Clearline Recruitment Ltd is an exceptional employer, offering a dynamic work environment in Brighton that fosters both professional growth and personal well-being. With a strong emphasis on employee development, the company provides opportunities for career advancement while promoting a collaborative culture that values innovation and teamwork. The hybrid work model, combining office and rural site engagement, ensures a balanced lifestyle, making it an attractive choice for those seeking meaningful and rewarding employment in property management.
