Financial Services Practice Administrator

Burgh Recruitment; Farnham; On-site; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Benefits

Office in Farnham town centre

Job summary

Burgh Recruitment is seeking a Practice Administrator in Farnham for a renowned St James’s Place Senior Partner Practice. You’ll provide essential administrative support to colleagues and clients in a busy financial services environment.

The role offers full-time hours in a lovely Farnham town centre office, with full training and genuine opportunities to develop your career within financial services. You’ll excel in organisation, communication and discretion.

Qualifications

• Experience in an administrative or office-support role within Financial Services is preferred.
• Excellent customer service skills and the ability to build professional client relationships.
• Strong organisation, time-management and planning skills, with attention to detail.

Responsibilities

• Provide essential administrative support to the Practice, colleagues and clients.
• Collate and maintain information for reports and portfolio reviews.
• Handle client and provider enquiries and correspondence.
• Liaise with administration teams and follow up with clients for information and documentation.
• Manage new business submissions from applications through to completion.

Skills

Customer service

Attention to detail

Organisational skills

Microsoft Word

Discretion

Proactive

Tools

Microsoft Word

Microsoft Excel

Job description

Burgh Recruitment is seeking a Practice Administrator in Farnham for a renowned St James’s Place Senior Partner Practice. You’ll provide essential administrative support to colleagues and clients in a busy financial services environment.

The role offers full-time hours in a lovely Farnham town centre office, with full training and genuine opportunities to develop your career within financial services. You’ll excel in organisation, communication and discretion.