Financial Practice Administrator - Brighton, Impact

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

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