Practice Administrator - Wealth Management

MaxAd Fixed Fee Recruitment; Woking; On-site; GBP 30,000 - 35,000; Full time

Job summary

A leading company in financial services is seeking an ambitious entry-level Practice Administrator in Woking. The role focuses on providing vital administrative support, managing client documentation, and ensuring compliance while contributing to excellent client service in a dynamic environment. Offering career growth opportunities and a competitive salary package.

Benefits

25 days holiday

Breakfast and lunch provided daily

Qualifications

• Basic level of administrative experience.
• Desire to build a career within the financial industry.

Responsibilities

• Provide administrative support to the financial advisory team.
• Manage and update client records for accuracy.
• Prepare meeting packs and handle client correspondence.

Skills

Administrative experience

Problem solving

Communication

Time management

Attention to detail

Tools

Microsoft Office

Job description

Practice Administrator - Wealth Management

Practice Administrator - Wealth Management

MaxAd Fixed Fee Recruitment provided pay range

This range is provided by MaxAd Fixed Fee Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from MaxAd Fixed Fee Recruitment

Managing Director at MaxAd. Providing rigorous, flat-fee recruitment solutions.

Up to £30,000 + Great Benefits

An exciting and varied new 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 perfect for an ambitious individual 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. As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.

The successful Practice Administrator will provide efficient and effective
administrative support to the financial advisory team, enabling them to focus on delivering high-quality client service. This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm.

Key Responsibilities

• Manage and update client records, ensuring accuracy and confidentiality.
• Maintain and organise office files both physical and digital to ensure easy retrieval.
• Prepare meeting packs, including reports and supporting documentation, ahead of client meetings.
• Creating client letters/documents following meetings with advisers.
• Handle correspondence with clients, product providers, and other stakeholders.
• Support advisers with system navigation, including CRM tools, back-office software, and provider portals.
• Collaborate with paraplanners, advisers, and executive assistants to ensure smooth workflows.
• Manage incoming and outgoing mail, phone calls, and emails.
• Scan, upload, and categorise incoming client documents and correspondence into the firm's systems.
• Monitor and follow up on outstanding client actions, such as signed agreements or additional documentation.
• Support with company social media pages e.g. Linkedin, Facebook and Instagram.
• Arrange and confirm client appointments, meetings, and reviews for advisers.
• Step in to assist advisers with basic paraplanning tasks, such as drafting templates or updating client financial summaries.
• Ad hoc administrative tasks as directed by the Operations Manager.

Skills & Experience

• Basic level of administrative experience.
• A desire to build a career within the financial industry background.
• Able to manage multiple tasks efficiently.
• Ability to prioritise with attention to detail and the ability to problem solve.
• Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint).
• Fast learner - ability to learn how to use new systems and processes.
• Discretion - ability to handle sensitive and confidential information with professionalism and integrity.
• Time management - aptitude to manage schedules, meeting deadlines and maintaining productivity under pressure.
• Strong communication skills and eagerness to develop professionally.
• A positive mindset and ability to thrive in a fast-paced environment.

This is the ideal opportunity for a professional, task focussed individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients. Genuine career development opportunities exist for the right candidate alongside full training, a highly attractive salary and an attractive benefits package, including 25 days holiday, and breakfast and lunch provided daily. Apply now!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Administrative and Support Services

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