Practice Support Administrator

Practice Support Administrator
Blackwood or Cardiff(Hybrid)
Salary up to 30,000

Yolk Recruitment are working with a well-established and growing boutique wealth management practice to recruit a Practice Support Administrator. This is a busy and varied role supporting a Financial Adviser, within a successful and expanding business.

This is an excellent opportunity for someone who enjoys a busy environment and takes pride in keeping things organised and running smoothly. The role would suit someone with a financial services administration background, though experienced administrators from other sectors who are keen to move into wealth management will also be considered.

Responsibilities will include:

• Managing and coordinating client meetings for both new and existing clients

• Sending out relevant documentation and paperwork ahead of appointments

• Requesting information from external providers

• Uploading meeting notes and maintaining accurate client records

• Updating Salesforce and internal systems

• Passing actions and follow-ups to the paraplanner

• Speaking with clients by telephone and email when required

• Managing new client enquiries and sending financial questionnaires

• Supporting with the organisation of client hospitality events

• General administrative support to ensure the practice runs smoothly

The firm is keen to meet people who are organised, proactive and comfortable managing their own workload.

You might currently be:

• A financial services administrator looking for your next step

• An experienced administrator wanting to move into wealth management

• A paraplanner looking for a slightly different role within a growing firm

Key qualities include:

• Strong organisational skills and attention to detail

• Ability to work independently and take initiative

• Professional and approachable manner when dealing with clients

• Good telephone and email communication skills

• A willingness to learn and develop within financial services

You'll have support from the Office Manager and wider team, but you'll also be trusted to manage your own responsibilities.

The business is very open to discussing long-term career plans. Whether you want to deepen your experience in administration or progress within financial services, support will be available. The firm is happy to help with relevant industry qualifications and provide a clear pathway for development.

• Salary up to 30,000

• Monday-Friday 8.30-4.30 (can be flexible on hours)

• 25 days annual leave + bank holidays (Office closed over the Christmas period)

• Hybrid working arrangement

• Private Medical Insurance

• Flexible office location (Cardiff or Blackwood- would need to be travel to Blackwood for induction)

• Personalised financial advice

If you'd like to explore whether this role could be the right step for you, get in touch for a confidential chat.