Job Description
Do you have excellent organisational skills and a passion for delivering exceptional client service?\n\n Do you thrive in a varied role that combines administration, client-facing support, and close collaboration with senior advisers?\n\n Our client, a highly regarded financial services firm, is seeking a Private Client PA/Administrator to join their Administration team on a permanent, full-time basis. Reporting directly to the Head of Administration, you will work closely with a Chartered Financial Planner, providing both back-office support and attending client meetings to deliver a seamless client experience.\n\n This is an exciting opportunity for a professional with strong administrative skills and a client-service focus to become a trusted partner in supporting advisers and enhancing client relationships.\n\n Key Responsibilities:\n \nProvide full administrative support to a Chartered Financial Planner, including attending client meetings to take notes and assisting with follow-up actions. \nManage the Chartered Financial Planner’s diary and ensure all client reports and documentation are prepared to a high standard ahead of meetings.
\nGenerate, update, and manage client records, fact finds, and servicing notes using the internal system. \nLiaise with clients, advisers, and the paraplanning team to ensure timely, high-quality delivery of services. \nAssist in the prep...