Financial Administrator

Clearline Recruitment Ltd; Brighton; On-site; GBP 26,000 - 29,000; Full time

Benefits offered by this job

Pension

Well-established practice

Job summary

Clearline Recruitment Ltd is assisting a client in Brighton to recruit a Practice Administrator. The role is Monday to Friday, 9:30am–5:30pm, with a one-hour lunch break, and a salary of £26,000–£29,000 per year.

You will greet clients, manage diaries, prepare documentation, and support the Financial Adviser with client records and quotes. The successful candidate will be highly organised, with excellent written and verbal communication, experience with CRM systems (Salesforce) and Microsoft

Qualifications

• Previous admin or PA experience.
• Experience in a partner financial planning practice is advantageous.
• Strong written and verbal communication with excellent client interaction.
• Highly organised with attention to detail and able to meet deadlines.
• Proficient in Microsoft Office and CRM/client management systems like Salesforce.

Responsibilities

• Greet clients and support ahead of meetings with the Financial Adviser.
• Manage the adviser's diary and arrange client appointments.
• Prepare client welcome packs and review documents.
• Maintain client records on internal systems and CRM platforms.
• Prepare quotations and illustrations from product providers.
• Process applications and prep pre/post-sale documentation.
• Liaise with clients via telephone and email; assist with events.

Skills

Microsoft Office

CRM systems

Client interaction

Diary management

Time management

Independent worker

Strong communication

Tools

Salesforce

Microsoft Office Suite

Job description

Role: Practice AdministratorLocation: BrightonHours: 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