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Permanent

Practice Support Administrator

Blackwood
money-bag 30000.00-30000.00 Annual
3079349080
Posted 6 days ago

Practice Support AdministratorBlackwood or Cardiff(Hybrid) Salary up to 30,000Yolk Recruitment are working with a well-established and growing boutique wealth management practice to recruit a Practice Support Administrator. This is a busy and varied role supporting a Financial Adviser, within a successful and expanding business.This is an excellent opportunity for someone who enjoys a busy environment and takes pride in keeping things organised and running smoothly. The role would suit someone with a financial services administration background, though experienced administrators from other sectors who are keen to move into wealth management will also be considered.What you''ll be doingResponsibilities will include:Managing and coordinating client meetings for both new and existing clientsSending out relevant documentation and paperwork ahead of appointmentsRequesting information from external providersUploading meeting notes and maintaining accurate client recordsUpdating Salesforce and internal systemsPassing actions and follow-ups to the paraplannerSpeaking with clients by telephone and email when requiredManaging new client enquiries and sending financial questionnairesSupporting with the organisation of client hospitality eventsGeneral administrative support to ensure the practice runs smoothlyWhat we''re looking forThe firm is keen to meet people who are organised, proactive and comfortable managing their own workload.You might currently be:A financial services administr

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