Role Purpose:
The successful candidate will play a key support role in ensuring the smooth day-to-day administration of the practice while supporting the wider team and maintaining a positive, consistent customer journey. This role is ideal for someone who is organised, customer-focused and confident supporting financial processes without needing to be a fully qualified finance professional.
Key Responsibilities:
Practice & Team Support
- Provide administrative support to the wider practice team
- Act as a central point of coordination for client queries
- Support process improvement and ensure systems are used consistently
- Assist with internal reporting and documentation
- Manage income and outgoing post
- Welcome visitors and acting as first point of contact.
Customer & Client Journey
- Act as a professional and approachable point of contact for clients
- Support a smooth and positive customer journey from onboarding through ongoing engagement
- Resolve queries efficiently, escalating where appropriate
- Liaising with clients with regards fees, payment arrangements.
- Maintain a customer-first mindset in all interactions
- Conducting KYC and AML checks on clients
Skills & Experience:
Essential
- Previous experience in a finance, admin or practice-based role
- Strong attention to detail and accuracy
- Confident using finance systems and Microsoft Office (particularly Excel)
- Organised, reliable and able to manage multiple tasks
- Strong communication skills and a customer-focused approach
Desirable
- Experience working in a professional practice environment
- Understanding of customer journey or client service principles
Personal Attributes
- Customer-focused with a collaborative mindset
- Comfortable supporting others and working as part of a team
- Proactive and willing to improve processes
- Professional, discreet and trustworthy with sensitive information
Pay: £24,420.00-£32,500.00 per year
Benefits:
- Casual dress
- Company pension
- Flexitime
- Free parking
- Life insurance
- On-site parking
- Private medical insurance
- Referral programme
Work Location: In person
