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