Our client is seeking a Practice Administrator to support their Adviser Team on a 12-month fixed term contract. The role involves preparing the team of two for client meetings, assisting with client management and ensuring outstanding service delivery to both existing and prospective clients.
* £25,000 per annum
* Kirton in Lindsey, DN21
* Hybrid working
* Mon – Fri, 9am – 5pm, 1 hour lunch
* Driving License ESSENTIAL
* 25 days holiday + bank holidays
* Major Activities and Responsibilities
Responsibilities:
* Maintain an effective diary system to schedule client review meetings at appropriate times.
* Contact clients to book review meetings using a diary color-coding system and send confirmation letters/emails.
* Prepare meeting packs for Advisers, including valuations and relevant documents on the One Note system.
* Monitor and follow up on the return of meeting notes uploaded to One Note by Advisers.
* Record client meeting notes in the system, including e-briefings, Curo/CRMs, CRRs, Client ID, service questionnaires, and update review dates.
* Draft post-meeting letters for clients based on Adviser notes.
* Meet and greet clients attending onsite meetings, ensure the welcome screen is displayed in reception, and guests sign in to the Visitors Book.
* Update CFRs on the online system if Advisers do not undertake this duty.
* Send off Letters of Authority from client meetings, record them in a working spreadsheet, and follow up as required. Keep Advisers updated on progress.
* Process change of address requests, update systems, and notify administration centres.
* Update systems and administration departments about any death notifications following the Death Process.
* Inform Advisers of received documentation related to their clients and provide general support as needed.
* Act as a point of contact for clients, handling routine issues and queries.
* Arrange and send client celebration and sympathy cards as necessary.
Skills and Experience:
* Strong administrator
* Background in financial services highly desirable
* Professional and warm telephone manner.
* Ability to understand the pressures on the Adviser Team and foster an effective two-way relationship.
* Team player.
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