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Date Added: TODAY

Wealth Management Administrator

West Malling, UK
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Company: RECRUITMENT SOLUTIONS

Job Type: Permanent, FullTime

Salary: £30,000 - £35,000 per annum

HOT NEW ROLE!

Office Manager / Practice Administrator & PA – Exciting Growth Opportunity

Are you looking to join a fantastic company with a rapidly growing business and an outstanding culture? This is a unique opportunity to take on a varied and rewarding role combining office management, practice administration, and PA support to directors.

About the Role

Reporting directly to the Client Service Director / Practice Manager, you will play a key part in ensuring the smooth running of the office and supporting wider practice operations. This is a hands-on position where no two days are the same, offering exposure to both administrative and operational aspects of a thriving business.

What You Will Be Doing

Office Administration & Management:

  • Handling incoming and outgoing post, scanning and filing as required
  • Managing office supplies and consumables
  • Overseeing document storage and archiving
  • Coordinating team diaries, meetings, and social events
  • Booking and managing meeting rooms
  • Supporting content for blogs, newsletters, and social media
  • Coordinating regular AML training for the team

Supplier & External Relationship Management:

  • Managing key relationships with software, technology, insurance, and training providers
  • Liaising with professional bodies and regulatory organisations
  • Coordinating with external partners to support practice operations

Practice Management Support:

  • Producing and analysing time, workflow, and fee performance reports
  • Supporting client onboarding including engagement letters, KYC, and AML checks
  • Monthly reporting on AML, reviews, and risk assessments
  • Assisting with website updates and content distribution

PA Support to Directors:

  • Email and diary management
  • Managing expenses and credit card reconciliations

Ad Hoc Support:

  • Payroll and bookkeeping assistance
  • Credit control support
  • Client liaison and information gathering
  • Maintaining team holiday records

The Ideal Candidate

  • Highly organised, proactive, and adaptable
  • Strong administrative and office management skills
  • Excellent interpersonal skills and a professional, approachable manner
  • Confident using software systems for reporting and financial administration
  • Enjoys working in a fast-paced, collaborative environment

Sounds like the perfect role? Great! Don't miss out! Give Marcel Woodcock a call as soon as possible.

Apply Now