Practice Administrator

Practice Administrator

Location: HarrogateSalary: £25,000 (higher salary available for candidates with Financial Services Admin experience)

The Opportunity

Our client is seeking a Practice Administrator to join their established Financial Planning practice in Harrogate.

This position is ideally suited to an organised and professional individual who enjoys administration, client interaction and supporting a busy team. The successful candidate will play a key role in ensuring clients receive a high standard of service whilst maintaining accurate records and managing a variety of administrative tasks.

This is an excellent opportunity for someone looking to build a long-term career within administration and client support in a professional services environment.

Key Responsibilities

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• Preparing and maintaining client files and records.
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• Managing and updating internal administration systems.
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• Coordinating client meetings and reviews for advisers.
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• Preparing business documentation and client correspondence.
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• Supporting advisers with information gathering and administrative tasks.
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• Acting as a professional first point of contact for clients and third parties.
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• Handling telephone and email enquiries efficiently and professionally.
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• Ensuring all work is completed accurately and within agreed timescales.
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About You

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• Previous administration experience would be advantageous.
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• Strong organisational skills and excellent attention to detail.
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• Confident using Microsoft Office, including Outlook, Word and Excel.
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• Professional, friendly and confident when communicating with clients.
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• Able to manage multiple tasks and prioritise workload effectively.
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• Positive, reliable and willing to learn.
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• Enjoys working in an administrative support capacity.
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• Looking to develop a long-term career within administration rather than moving into an advisory role.
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What's on Offer

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• Salary starting at £25,000.
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• Higher salary available for candidates with relevant Financial Services experience.
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• Supportive and friendly working environment.
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• Opportunity to work within a well-established Financial Planning practice.
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• Long-term career stability within an administration-focused role.
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For further information, please contact Amy Cowley