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.

What you'll be doing

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

What we're looking for

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.

Career development

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.

What's on offer

Salary up to £30,000

Monday-Friday #removed# (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