Personal Assistant / Trainee Paraplanner

We are seeking a dedicated IFA Support Admin/PA to join our team. This role involves working closely with a Financial Adviser and other colleagues to deliver high-quality service to our clients. You will be responsible for preparing and maintaining client records and providing support on various client cases. This position is ideal for a well-organised candidate with strong IT skills and a keen interest in the financial services sector

Day-to-Day of the Role:

• Maintain regular contact with clients, scheduling annual reviews and managing the review process.
• Serve as an efficient, friendly, and professional point of contact for clients and providers via phone, email, post, or in person.
• Assist in screening phone calls, enquiries, and requests, handling them appropriately.
• Process letters of authority and liaise with providers to obtain investment valuations, illustrations, and policy information as required.
• Create and maintain client files and enter details onto the back-office database.
• Prepare documents and letters, and ensure all pre-meeting requirements are met, including portfolio valuations, fact find preparation, and compliance support.
• Manage post-meeting administration, ensuring reports are accurate and compliant, and dispatch reports while maintaining the internal back-office system.
• Implement adviser-specific actions resulting from advice given to clients, such as fund switches and new business.
• Handle new business processing and submissions onto external and internal systems, including submission to our Business Quality team.
• Manage and maintain precise records of pipeline and submitted business to update clients and advisers.
• Use diaries and office systems to ensure ongoing financial administration tasks are completed timely.
• Perform general administration and ad hoc tasks as needed.

Required Skills & Qualifications:

• Experience in working within an office environment, or IFA support / financial services administration.
• Strong organisational and IT skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proactive in keeping up to date with legislative and industry changes.

Benefits:

• Competitive salary and benefits package.
• Opportunities for professional development.
• Supportive team environment.