Wealth Management Administrator

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.