Practice Administrator

**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!