We are looking for an experienced Administrator/PA to assist an established financial adviser with a variety of administrative duties. Experience in financial services an advantage but not essential as training can be given. Key responsibilities include: * Developing a business relationship with existing clients as their initial point of contact, dealing with any telephone, postal or email communications. * Managing client records and correspondence, including preparing client packs and authority letters. * Liaison with the adviser’s paraplanner and assisting with the preparation and distribution of annual review reports. * Submitting new and existing business/expectations as and when required. * Monitoring the existence of and requesting, as appropriate, documentation from clients to ensure initial and ongoing compliance requirements are met. * Paper and electronic filing of records/documents using Intelligent Office filing system. Skills and Attributes * Experience of working with financial platforms and Intelligent Office (IO) an advantage but not essential. * Professional, personable and highly motivated with strong organisational skills and an eye for detail. * Able to work on own initiative with the ability to prioritise. * Excellent verbal communication skills, literacy and numeracy skills. * High standard of IT skills, including Excel and Microsoft Office. * Ability to act with tact and discretion, maintaining confidentiality at all times. Job Type: FULL-TIME 40 hours per week Monday to Friday – office based Start and Finish times to be confirmed Benefits: · Company Pension · Private Healthcare · 25 days holiday