Job Description

This vacancy is for a business that is part of The Openwork Partnerhsip and is not a working directly for The Openwork Partnership

Overview

We are seeking a dedicated and detail-oriented Practice Administrator to oversee the daily operations of our practice. The ideal candidate will possess strong organisational skills and a solid background in administrative tasks, ensuring that the practice runs smoothly and efficiently. This role requires a proactive individual who can manage various responsibilities.

Core duties

Answer calls and address client or provider queries. Manage enquiry inboxes and respond to emails as needed. Handle or distribute client correspondence. Prepare financial documentation for initial meetings using checklists. Record key client data in the CRM system. Submit applications to providers and track accuracy. Create Client Suitability Reports for adviser review. Monitor the business pipeline and take required actions. Handle ad hoc client admin tasks (withdrawals, address changes, document requests). Follow practice and regulatory requirements, including training.

Must have

A proven track record in supporting a dynamic office environment Demonstrates initiative and is confident working independently and as part of a team

Nice to have

An understanding of the Financial Services Market (preferred, not essential), including:

The role of a Financial Adviser Mortgage, protection, investment, and pension products Awareness of Data Protection and Financial Crime

Skills and attributes

Adaptable Confident to work independently Conscientious--accountable, reliable, and punctual Highly accurate and detail-oriented Effective telephone communication Excellent written communication Strong administration and organisational skills, with the ability to manage processes and deliver to timelines Proficient at identifying and resolving issues, managing client expectations and stakeholder relationships Ability to collate data for reports Well-organised personally Strong work ethic and integrity Flexible approach
If this sounds like the role for you hit apply today!

Job Type: Full-time

Pay: 23,000.00-23,809.50 per year

Benefits:

Company pension
Application question(s):

Do you live in or near to Lanarkshire? Do you have Financial Services administration experience? Do you have Financial Services or relevant experience to the job description?
Work Location: In person