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Our client is seeking a Practice Administrator to support their 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
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.
Skills and Experience:
- Strong administrator
- Diving License ESSENTIAL
- 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
