Practice Administrator

Practice Administrator

Location: HarrogateSalary: £25,000 - £27,000

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

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

About You

• Previous administration experience would be advantageo...