Senior Practice Administrator to CEO

Job Description Senior Practice Administrator to CEO\n\nPartner Practice of St James Place\n\nUp to £ 30,000\n\nNottingham / Hybrid\n\nOur client are a well-established Wealth Management Practice that provides bespoke services to Private Clients, Business Owners, Trustees, and Sports Professionals. They are now looking for a Senior Practice Administrator to join their team. The Senior Administrator will support the CEO with any requirements they may have including processing client requests, preparing letters and proving a thorough service.\n\nThis is an excellent opportunity to gain exposure to dealing with high-net-worth Clients, development is available for this who aspire to work towards Industry exams.\n\nResponsibilities:\n\n * Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.\n\n * Contact clients and book review meetings using diary colour coding system.
Confirmation letters/emails to be sent to clients and agendas to be sent out prior to the meeting taking place.\n\n * Booking of Drawdown Reviews ensuring State Pension Forecast received prior to meeting.\n\n * Preparation of meeting packs for CEO to complete reviews and presentation meetings when signing up new business including any necessary printing. Pre-population of relevant forms where relevant and sticky notes for client completion.\n\n * Preparatio...