Practice Administrator - Wealth Management

JR United Kingdom; Woking; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading financial services company seeks a proactive Practice Administrator to support their advisory team in Woking. This role offers an exciting entry-level opportunity with a competitive salary, career development, and a client-focused environment, perfect for recent graduates passionate about the finance industry.

Benefits

25 days holiday

Daily breakfast and lunch

Qualifications

• Interest in building a career in finance.
• Basic administrative experience.
• Positive attitude and adaptability.

Responsibilities

• Manage and update client records with accuracy.
• Prepare meeting packs and reports.
• Support advisers with basic paraplanning tasks.

Skills

Attention to detail

Problem-solving

Multitasking

Time management

Communication

Discretion

Tools

Microsoft Office

Job description

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Practice Administrator - Wealth Management, Woking

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Client:

MaxAd Fixed Fee Recruitment

Location:

Woking, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

Up to £30,000 + Great Benefits

An exciting entry-level position is now available for a proactive, detail-oriented graduate-calibre individual to support our client's team in the smooth running of day-to-day business processes. This role is ideal for someone looking to build a career in financial services within a professional, client-focused environment.

Our client specialises in providing strategic financial planning for private clients, trustees, and corporate businesses. The role requires professionalism, confidentiality, and exceptional client care.

The Practice Administrator will provide efficient administrative support to the financial advisory team, including handling client documentation, maintaining records, managing schedules, ensuring compliance, and supporting operational excellence.

Key Responsibilities

• Manage and update client records, ensuring accuracy and confidentiality.
• Maintain physical and digital office files for easy retrieval.
• Prepare meeting packs, reports, and supporting documents.
• Create client letters and documents post-meetings.
• Handle correspondence with clients, providers, and stakeholders.
• Support advisers with CRM, back-office systems, and portals.
• Collaborate with team members for smooth workflows.
• Manage mail, calls, and emails.
• Scan, upload, and categorize client documents.
• Follow up on outstanding client actions.
• Support social media pages (LinkedIn, Facebook, Instagram).
• Arrange and confirm appointments and meetings.
• Assist advisers with basic paraplanning tasks.
• Perform ad hoc administrative tasks as needed.

Skills & Experience

• Basic administrative experience.
• Interest in building a career in finance.
• Efficient multitasking and prioritization skills.
• Attention to detail and problem-solving abilities.
• Proficiency in Microsoft Office.
• Quick learner of new systems.
• Discretion handling sensitive information.
• Effective time management.
• Strong communication and professional development eagerness.
• Positive attitude and adaptability in fast-paced settings.

This is an excellent opportunity for a professional, task-focused individual to join a dynamic team with high-profile clients. Career development, full training, competitive salary, and benefits including 25 days holiday, plus daily breakfast and lunch are provided. Apply now!