Practice Administrator
3 days ago
A **Practice Administrator** role in **Leamington Spa** with excellent progression opportunities
- Are you an experienced Financial Administrator?
- Are you methodical, accuracy-focussed with great attention to detail?
- Do you have initiative and a ‘can do’ attitude?
If so, we want to hear from you.
Our Client, a family-run business in the Financial Services sector **based in Leamington Spa**, is looking for an experienced Practice Administrator to join their Team.
**Hours**
- Full time permanent position
- Office based
- Monday to Friday - 9am to 5pm (40 hours per week)
**Salary**
- Up to £24,000pa depending on experience.
**Benefits**
- Scope to progress
- 28 days holiday per year (including Statutory/Bank Holidays)
- On-site parking
- Opt-In pension scheme
- Great working environment
**Duties & Responsibilities**
**DUTIES**
- Manage and update the CRM and spreadsheet systems to ensure the delivery of ongoing service requirements, maintaining accurate records.
- Understand and deliver all client facing material for new business and servicing meetings
- Obtain provider quotations, illustrations and supporting documentation in preparation for client meetings.
- Obtain valuations and information about clients existing policies and investments.
- To manage ad hoc client administration and communication such as changes of address, requests for documentation etc.
- Provide administrative support to other members of staff as and when required.
**RESPONSIBILITIES**
- Ability to work independently and use own initiative but to also work as a team and contribute.
- Approach work positively with a can-do attitude and take responsibility for your tasks
- Be an advocate for always improving and embracing change
- Ensure that all admin diary tasks are checked and completed each day
- Contacting clients existing providers in order to obtain policy specific information which will be used for transfer analysis and reporting purposes
- Ensure clients are kept up-to-date with the progress of any changes implemented
- Provide a good general knowledge of office routines and skills with Microsoft Office packages
- Experience using FE tools and/or Investment Platforms is useful but not essential
- Compliance - understand and adhere to Parkway Consulting and Openwork’s systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies.
- Successful completion of any mandatory training requirements.
- Data Protection - maintain client confidentiality and knowledge of all client matters
Your ability to meet deadlines, prioritise workloads, show initiative and react to a fast-paced, ever-changing environment along with your own instinct to problem solve and answer queries will bode well for you in this, your new career move.
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