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