Senior practice administrator Work, Jobs in London, Eng (with Salaries)

Practice Administrator
Firmstone Wealth (Partner Practice of St. James's Place Wealth Management) —London
- £34,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Work from home
Quick apply
13h
Administrator Coordinator - Maritime
The International Transport Workers Federation (ITF) —London
- £62,796 a year
- Full-time
- Hybrid work
- CRM software
- English
- Microsoft Office
13d
Project Coordinator / Team Administrator
ZHA —London
- Microsoft Powerpoint
- Microsoft Outlook
- Contracts
Office Administrator - London
EK Outreach Services —London
- Full-time
- Microsoft Outlook
- Administrative experience
- Human resources
Quick apply
Junior Administrator
Firmstone Wealth (Partner Practice of St. James's Place Wealth Management) —London
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Work from home
Quick apply
5d
Senior Database Administrator
Hh & S Enterprises —London
- £70,000 - £75,000 a year
- Full-time
- Computer Science
- SQL
- Bachelor's degree
- Free parking
- Gym membership
Quick apply
12h
Jira Administrator
Milestone Technologies, Inc. —London
- Hybrid work
- Continuous improvement
- Communication skills
- Work from home
Senior Administrator
Bobby Moore Academy —London
- £32,442 a year
- Microsoft Outlook
- Administrative experience
- Front desk
- Employee assistance programme
- Flexible schedule
Administrator
DAVID GAME COLLEGE - UFP —London
- From £27,040 a year
- Full-time
- English
- Microsoft Office
- Bachelor's degree
- Gym membership
Quick apply
4d
Senior Administrator
Francis Road Medical Centre —London
- £13 an hour
- Full-time
- Management
- GP surgery experience
- Microsoft Office
- Bereavement leave
Quick apply
Senior Site Administrator
Berkeley Group —Hemel Hempstead
- Monday to Friday
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Annual leave
Quick apply
Learning & Development Administrator
London Borough of Havering —Romford
- £31,611 - £33,987 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Annual leave
5d
Hub Administrator
The Confederation, Hillingdon CIC —Hillingdon
- Microsoft Powerpoint
- Microsoft Outlook
- Administrative experience
Quick apply
9h
Operations & Administration Manager
Club Excel Leisure Ltd —London
- Full-time
- Childcare
- Administrative experience
- Accounting
Quick apply
1d
Clinical Administrator
Willow |Tree Family Doctors —London
- £28,041 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Quick apply
12d
Project Support Coordinator - Legal Services
MaxAd —London
- £32,000 - £35,000 a year
- Full-time
- Organisational skills
- Communication skills
Quick apply
14d
Talent Administrator
Carnall Farrar —London
- Full-time
- Hybrid work
- Bachelor's degree
- No degree
- Recruiting
- Health & wellbeing programme
- Annual leave
Quick apply
Team Administrator
High Speed Two (HS2) —London
- £27,622.00 - £32,497.30 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Writing skills
6d
Senior Patient Administrator - Scheduling
Chelsea and Westminster Hospital NHS Foundation Trust —London
- £28,392 - £31,157 a year
- Weekend availability
- Management
- Administrative experience
- Mentoring
5d
Senior Business Analyst
St. James's Place —London
- Bachelor's degree
- Mentoring
- Annual leave
12d

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Practice Administrator

Firmstone Wealth (Partner Practice of St. James's Place Wealth Management)
London

Quick apply

Job details

Permanent | Full-time
£34,000 - £36,000 a year
13 hours ago

Benefits

Company pension
Work from home
Company events

Qualifications

Microsoft Powerpoint
Microsoft Word
CRM software
Financial Conduct Authority guidelines
Report writing
Stakeholder liaison
Internal department liaison
Microsoft Office Suite
Financial services
Communication skills
Time management

Full job description

Role Overview

We are seeking an experienced and highly organised Practice Administrator to join our friendly and growing practice. The role is to provide high quality client servicing and business submission support to the Senior Partner and wider advisory team whilst assisting with report writing, post meeting actions and preparing business cases for submission. This is a diverse role and would suit someone who thrives on variety and who enjoys a mixed role of both client and administrative work.

Key Duties and Responsibilities

Provide comprehensive administrative and servicing support to the Senior Partner and two advisers, helping the practice to deliver an exceptional client experience at every stage of the advice journey
Manage all client queries professionally and compliantly, including client withdrawals and/or day to day servicing requests
Handling any new business pre and post submission requirements including, but not limited to, drafting illustrations, AML requirements, report prep, business submission and all post submission follow up work
Drafting client documentation including simple suitability letters such as annual review, fund switch/es and withdrawal SLs, drafting template reports and assisting with client forms, where required
Ensuring all business cases and client letters are complete/compliant before submission
Assisting with any pre and post client review meeting tasks that may be required including performance charts, downloading reports, reviewing previous meeting actions and/or diarising any follow up actions
Help prepare protection quotations and/or running simple allowance calculations when required (training will be provided)
Maintaining and updating all client records on key CRM systems where applicable
Assisting the advisers with their new business pipeline and ensuring key systems are kept up date during all stages of the advice journey
Proactively assisting the Practice Manager with any tasks to facilitate the smooth day to day running of the business including correspondence, documents or other client facing comms that may be required from time to time
Liaising with all internal team members, clients and third parties (verbally and in writing) in a professional and polite manner
Actioning any assigned tasks in a proactive and timely manner whilst keeping task lists and work reports up to date
Assisting with adhoc data gathering and liaising with third party providers (where necessary)
Adhere to FCA, Anti-Money Laundering, Consumer Duty and GDPR protocols at all times
Liaising with SJP’s Admin Centres and wider support departments when required
Using all SJP and other CRM systems compliantly (full training to be provided)

Essential Requirements

Previous experience within an SJP practice preferred (min of 12 months), OR at least 2 years’ experience in an established wealth management or IFA environment within Financial Services
Excellent knowledge of financial services administration processes
Working knowledge of FCA regulatory requirements and Consumer Duty
Proactive, able to work independently and manage multiple priorities in a methodical and timely manner
Must be I.T. proficient with key Microsoft systems including Excel, Word, Outlook and PowerPoint
Comfortable speaking with HNW and UHNW clientele

Candidate Attributes

Approachable and professional with a positive ‘can do’ approach to work and tasks
Must be self-motivated with exceptional organisation and time management skills
High level of accuracy and excellent attention to detail including quality checking
Excellent written and verbal communication skills
Experience using Salesforce or other CRM system (highly advantageous)
Open to change with a creative approach to problem solving and feedback processes
Able to ‘think on your feet’ and keeping calm under pressure, especially when handling conflicting work demands
Must demonstrate an ongoing commitment to learning and self-development
Working as part of a team and collectively focusing on practice goals whilst working towards key deliverables

Hybrid

This role is hybrid with 4 days in the office (EC3) and 1 day WFH.

Pay: £34,000.00-£36,000.00 per year

Benefits:

Company events
Company pension
Work from home

Experience:

Financial Services administration: 2 years (preferred)

Work Location: Hybrid remote in London EC3V 9BQ

Quick apply

Refine Your Search

senior practice administrator jobs in london, eng

Practice Administrator

Administrator Coordinator - Maritime

Project Coordinator / Team Administrator

Office Administrator - London

Junior Administrator

Senior Database Administrator

Jira Administrator

Senior Administrator

Administrator

Senior Administrator

Senior Site Administrator

Learning & Development Administrator

Hub Administrator

Operations & Administration Manager

Clinical Administrator

Project Support Coordinator - Legal Services

Talent Administrator

Team Administrator

Senior Patient Administrator - Scheduling

Senior Business Analyst

I want to receive the latest job alerts for senior practice administrator in london, eng

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