Practice Administrator

Role - Practice Administrator
Location: Bridge of Don
Hours: Monday - Thursday 9am - 5pm & Friday 9am - 1pm
Contract: This is a maternity cover (12 months) with the likelihood of leading to a permanent contract
Duties:

• Assist with daily business operations within the practice.
• Provide administrative support to Financial Planners and the Practice Manager as needed.
• Support Financial Planners to ensure the entire business process is followed and tracked efficiently, adhering to regulatory requirements.
• Communicate with clients and third parties as required.
• Ensure all client files are complete after transactions, including necessary identification documentation and application forms.
• Maintain up-to-date and accurate client information.
• Prepare portfolio valuations upon request.

Benefits:

• Pension
• Bonus
• 30 days holidays
• 32 hour working week

Contact Sammie Smith for more details - #####
Or call us on 01224 454 070
INDFS