Administration Assistant

We are seeking a Administrative Assistant to join our team. The ideal candidate will provide administrative support and ensure efficient operation in our office environment.

Duties:

Support the day-to-day business operations within the Practice.

• 
  
  Provide administration support to the Partner/Advisers and Operations Director/Practice Manager as required.
  
  
• 
  
  Liaise with Clients and Third Parties in relation to the Partner's Practice.
  
  Business Processing
  
• Ensure that files are complete post-sale with all required client identification documentation and necessary application forms.



• Process applications accurately and record the required management information.



• Prepare portfolio valuations as requested.



• Support the Partner/Advisers to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards.



• Oversee and manage the submission of all client applications/advice sets in support of the Partner/Advisers.



• Maintain accurate and up-to-date client information.



• Liaise with Head Office and admin centres as required.


Practice Development

• Support the Partner/Advisers with and contribute to all relevant projects.



• Support the Partner/Advisers in gaining new prospects and clients.



• Support the Practice Principal achieve Practice goals and objectives.
  
  A-Level or equivalent (required)


Experience:

• Customer service: 1 year (required)


• Administrative experience: 1 year (required)


Language:

• English (required)


Licence/Certification:

• Driving Licence (preferred)
  
  £18,000 - £22,500 a year - Full-time, This is a paid position offering competitive compensation. If you meet the qualifications and are looking to contribute your skills in a dynamic office environment, we encourage you to apply.


Job Type: Full-time

Pay: £18,000.00-£22,500.00 per year

Benefits:

• Company pension


Schedule:

• Monday to Friday


• No weekends