Practice Administrator

3 weeks ago


London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

Job Title: Practice Administrator - Wealth Management

Job Summary: We are seeking a highly organized and detail-oriented Practice Administrator to join our team at Burgh Recruitment Ltd (Financial Services). As a Practice Administrator, you will play a vital role in supporting the day-to-day business operations within our Wealth Management Practice.

Key Responsibilities:

  • Support the team in managing client relationships and providing exceptional customer service
  • Issue Letters of Authority and follow up with third-party providers to ensure seamless transactions
  • Submit various requests such as fund switches, withdrawals, and changes to contributions, and track progress to ensure timely completion
  • Manage and collate key data for reports and portfolio reviews, providing valuable insights to our clients
  • Deal with enquiries and correspondence from clients and providers, demonstrating excellent communication skills
  • Manage the database of clients and diary management for the Partner and Advisors, ensuring efficient workflow
  • Process new business and liaise with SJP admin teams to ensure smooth onboarding
  • There is scope within this role to progress and develop your knowledge within this exciting and fast-paced environment

Requirements:

  • Proven work experience as an Administrator within Wealth Management, preferably St. James's Place
  • Excellent customer service and the ability to build rapport and manage client relationships
  • Strong attention to detail and problem-solving skills, with the ability to think on your feet
  • Good time management and planning skills, with the ability to prioritize tasks effectively
  • Strong working knowledge of Excel, Word, and other Microsoft Office Programs
  • Confidence in dealing with colleagues, third parties, and the ability to work with total discretion

About Us: St. James's Place plc (SJP) is a leading, highly regarded FTSE 250 Wealth Management company that distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. With funds under management in excess of £181.9bn, SJP is well-established and highly successful.



  • London, Greater London, United Kingdom Connaught Square Practice Full time

    Job summary Our Medical Secretary and Clinical Administrator is a vital role within our team at Connaught Square Practice. The successful candidate will be responsible for providing administrative support to our clinical team, ensuring the smooth day-to-day running of the practice, and promoting efficiency in our work place. Main duties of the job ...


  • London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Practice Administrator - Wealth ManagementJoin a dynamic team at Burgh Recruitment Ltd (Financial Services) as a Practice Administrator, supporting the day-to-day operations of a busy Wealth Management office in London.The Role:Provide administrative support to the Practice team, ensuring seamless business operations.Manage client relationships, respond to...


  • London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Practice Administrator - Wealth ManagementJoin a dynamic team at Burgh Recruitment Ltd (Financial Services) as a Practice Administrator, supporting the day-to-day operations of a busy Wealth Management office in London.The Role:Provide administrative support to the Practice team, ensuring seamless business operations.Manage client relationships, respond to...


  • London, Greater London, United Kingdom The Clinic Oakleigh Road Full time

    Job Title: AdministratorAt The Clinic Oakleigh Road, we are seeking an experienced Administrator to join our team. As an Administrator, you will play a vital role in supporting the practice in dealing with administrative duties and patient referral services.Key Responsibilities:Check and access the online Electronic Referral Service (ERS) Worklist portal...


  • London, Greater London, United Kingdom The Clinic Oakleigh Road Full time

    Job Title: AdministratorJob Summary:The Clinic Oakleigh Road is seeking a highly organized and detail-oriented Administrator to join our team. As an Administrator, you will play a vital role in supporting the practice in dealing with administrative duties and patient referral services.Key Responsibilities:Check and access the online Electronic Referral...


  • London, Greater London, United Kingdom LIPS Healthcare Full time

    Job DescriptionLIPS Healthcare is a leading provider of private healthcare services, driven by a passion for excellence and innovation. We are seeking a highly skilled Practice Administrator to join our team at our brand-new state-of-the-art dental clinic.This is an exciting opportunity for someone with a creative mind to grow and market the practice in...


  • London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Job Title: Practice AdministratorLocation: London/HybridJob Type: Full-timeAbout the Role:As a Practice Administrator, you will provide vital support to a busy office, working as part of a highly respected Appointed Representative of St. James's Place Plc. You will be part of a team that provides bespoke financial advice and services to executives, managers,...


  • London, Greater London, United Kingdom Rodericks Dental Full time

    Role OverviewDental Practice AdministratorThis is an exciting opportunity to join our team as a Dental Practice Administrator. As a key member of our front desk team, you will be responsible for providing exceptional patient care and ensuring a smooth and efficient experience for all patients.Key Responsibilities:Provide administrative support to the...


  • London, Greater London, United Kingdom Remedicare Full time

    **Job Title:** Senior Dental Receptionist and Compliance Admin**Location:** Remedicare**Job Type:** Part-time**About the Role:** We are seeking a highly experienced Senior Dental Receptionist and Compliance Admin to join our team at Remedicare. As a key member of our administration team, you will be responsible for providing exceptional patient care and...


  • London, Greater London, United Kingdom St Stephen's Health Centre Full time

    Job SummaryWe are seeking a highly skilled and experienced individual to join our team as a GP Receptionist at St Stephen's Health Centre. As a key member of our multidisciplinary team, you will be responsible for providing exceptional patient care and administrative support.Main ResponsibilitiesKey responsibilities will include monitoring the practice...


  • London, Greater London, United Kingdom St Stephen's Health Centre Full time

    Job SummaryWe are seeking a highly skilled and experienced GP Receptionist to join our team at St Stephen's Health Centre. As a key member of our multidisciplinary team, you will be responsible for providing exceptional patient care and administrative support.Main ResponsibilitiesKey responsibilities will include:Monitoring the practice appointment system...


  • London, Greater London, United Kingdom Connaught Square Practice Full time

    Job SummaryWe are seeking a highly skilled Medical Secretary and Clinical Administrator to join our team at Connaught Square Practice. As a key member of our administrative team, you will play a critical role in supporting our GPs and clinical teams in delivering high-quality patient care.Main ResponsibilitiesManage a variety of administrative tasks,...


  • London, Greater London, United Kingdom Upton Lane Medical Centre Full time

    About the RoleWe are seeking an experienced and efficient Administrator to join our team at Upton Lane Medical Centre. The successful candidate will be responsible for undertaking administrative duties and providing general support to the multidisciplinary team.Key ResponsibilitiesProcess hospital referrals on ERSInvoice for medical reports and solicitors...


  • London, Greater London, United Kingdom Portman Dental Care group. Full time

    We are seeking an experienced Administrative Assistant to join our friendly 3-surgery specialist Orthodontic practice. The successful candidate will be responsible for providing administrative support to our team, ensuring the smooth day-to-day running of the practice.Key Responsibilities:Providing administrative support to the dental team, including...


  • London, Greater London, United Kingdom The Wapping Group Practice Full time

    About the RoleThe Wapping Group Practice is seeking an experienced receptionist to join our friendly and supportive team. As a key member of our multidisciplinary team, you will be responsible for providing exceptional patient care and administrative support.Key ResponsibilitiesGreet patients and visitors in a professional and friendly manner.Manage patient...


  • London, Greater London, United Kingdom The Phoenix Practice Full time

    Job SummaryWe are seeking a highly skilled and organized Medical Receptionist/Administrator to join our team at The Phoenix Practice.The ideal candidate will have experience in a fast-paced medical setting and be able to provide exceptional patient care and administrative support to our healthcare professionals.Key Responsibilities:Manage front desk...


  • London, Greater London, United Kingdom NHS Full time

    Main ResponsibilitiesWe are seeking a highly skilled and experienced Senior Administrator to join our team at the NHS. The successful candidate will be responsible for providing high-level administrative support to the Practice, including liaising with CSU, SystmOne, and the registration authority for IT and Smart card queries.The ideal candidate will have...


  • London, Greater London, United Kingdom Connaught Square Practice Full time

    Job SummaryWe are seeking a highly skilled and experienced Medical Secretary and Clinical Administrator to join our team at Connaught Square Practice. As a key member of our administrative team, you will play a critical role in supporting our GPs and clinical teams in delivering high-quality patient care.Main ResponsibilitiesManage a variety of...


  • London, Greater London, United Kingdom The MWH Practice Full time

    About the RoleThe MWH Practice is seeking a highly organized and communicative Receptionist to join our team. As the first point of contact, you will be responsible for welcoming guests, coordinating front-desk activities, and providing administrative support across the organization.Key ResponsibilitiesOffer administrative support to the practice teamWelcome...


  • London, Greater London, United Kingdom The MWH Practice Full time

    About the RoleThe MWH Practice is seeking a highly organized and communicative Receptionist to join our team. As the first point of contact, you will be responsible for welcoming guests, coordinating front-desk activities, and providing administrative support across the organization.Key ResponsibilitiesOffer administrative support to the practice teamWelcome...