Practice Administrator
2 weeks ago
Creating and updating client information on internal CRM system
- Preparing and submitting new business cases
- Preparing the required information for adviser review meetings
- Requesting and chasing third party information requests
- Liaising with SJP administration teams to ensure business is processed in a reasonable timescale
- Liaising with clients over the phone, both proactively and reactively
- Taking charge of filing and stationery requirements
- Working and building relationships with the existing team
**Job Types**: Part-time, Permanent
Pay: From £12.50 per hour
Expected hours: 15 per week
**Benefits**:
- Casual dress
- Company pension
- Flexitime
- On-site parking
- Private medical insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Ability to commute/relocate:
- Great Missenden: reliably commute or plan to relocate before starting work (required)
Work Location: In person
Application deadline: 04/06/2024
Expected start date: 01/07/2024
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