Letter writing administrator Work, Jobs (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
8h
Database Administrator
Bucks County Community College —Newtown
- £70,000 - £80,000 a year
- Full-time
- Bachelor's degree
- Time management
- Free parking
- Annual leave
HR Administrator (Casuals Team)
University of Oxford —Oxford
- £32,108 - £37,338 a year
- Full-time
- Hybrid work
- University
- Annual leave
Documentation & Data Administrator
OGT —Cambridge
- Microsoft Word
- Data entry
- Organisational skills
- Employee discount
Quick apply
4d
Education Administrator
Newcastle University —Newcastle upon Tyne
- £29,588 - £31,236 a year
- Weekend availability
- Hybrid work
- Customer service
- Microsoft Office
- Administrative experience
6d
Project Coordinator / Team Administrator
ZHA —London
- Microsoft Powerpoint
- Microsoft Outlook
- Contracts
Administrator Opportunity Description as a Volunteer
London Advice Centre —London
- Inventory control
- Word processing
- Writing skills
VacancyTitle: People Administrator
The Cumberland —Carlisle
- £26,300 a year
- Temporary
- Hybrid work
- Microsoft Outlook
- English
- Data entry
- Work from home
7d
Receptionist / Client Services Coordinator
Neurology Clinic —London
- From £24,784.50 a year
- Part-time
- Microsoft Office
- Rehabilitation centre
- Front desk
- Annual leave
- Gym membership
Quick apply
254014 Receptionist/Adminisrator
NHS Scotland —Edinburgh
- Part-time
- GP surgery experience
- Front desk
Forensic Administrator (FTC/Secondment)
Thames Valley Police —Aylesbury
- £27,449 a year
- Full-time
- Administrative experience
- Data entry
- Typing
7d
Office Administrator - London
EK Outreach Services —London
- Full-time
- Microsoft Outlook
- Administrative experience
- Human resources
Quick apply
Warehouse Administrator
Lochcarron of Scotland —Selkirk
- £27,276 - £28,594 a year
- Full-time
- Customer service
- Computer literacy
- Administrative experience
- Employee discount
- Life insurance
Quick apply
8d
Human Resources Administrator
The Westgrove Group —Warrington
- £18,750 a year
- Part-time
- Hybrid work
- Administrative experience
- Organisational skills
- In-person
- Employee discount
- Flexible schedule
Quick apply
1d
Governance Administrator and Clerk to the Board
Rambert School of Ballet and Contemporary Dance —Twickenham
- £18,000 - £19,500 a year
- Part-time
- Hybrid work
- Organisational skills
- AI
- School
Quick apply
Administrator
Central and North West London NHS Foundation Trust —London
- £30,630 - £32,346 a year
- Full-time
- Front desk
5d
Administrator
Bupa —Barnet
- Full-time
- Customer service
- Employee discount
- Gym membership
Quick apply
1d
Junior Website Administrator
Infinity Motorcycles —Camberley
- £12.71 an hour
- Full-time
- English
- Organisational skills
- Computer skills
- Free parking
- Store discount
Quick apply
4d
HR Administrator
BUUK Infrastructure —Bury St. Edmunds
- £28,896 a year
- Hybrid work
- Writing skills
- Microsoft Office
- Databases
Senior Database Administrator
PODFather —Edinburgh
- £60,000 - £70,000 a year
- Full-time
- Remote
- AWS
- Free parking
- Employee assistance programme

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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
8 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

letter writing administrator jobs

Practice Administrator

Database Administrator

HR Administrator (Casuals Team)

Documentation & Data Administrator

Education Administrator

Project Coordinator / Team Administrator

Administrator Opportunity Description as a Volunteer

VacancyTitle: People Administrator

Receptionist / Client Services Coordinator

254014 Receptionist/Adminisrator

Forensic Administrator (FTC/Secondment)

Office Administrator - London

Warehouse Administrator

Human Resources Administrator

Governance Administrator and Clerk to the Board

Administrator

Administrator

Junior Website Administrator

HR Administrator

Senior Database Administrator

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