Our client is looking for an Administrator/PA to join their expanding team based in Elstree, Hertfordshire. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board. Key duties and responsibilities: - Provide high level technical and administrative support to the adviser. - Deal effectively with queries from clients and other parties through effective communication; - Prepare files including compliance required documentation; research; illustrations and supporting documentation; - Ensure that files are complete with all required client identification documentation and necessary application forms; - Pipeline management - Process applications accurately and record the required management information; - Request information from 3rd parties and follow up on outstanding requirements. - Collate information for paraplanners. - Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner; - Record completion dates on tracker and all the relevant documentation on file. - Maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board; - Coordinate internal projects and determine the best use of resources to increase customer satisfaction; - Monitor and measure client satisfaction. Person Specification: Knowledge and experience: - Experience in client servicing sector (desirable). - Experience of data collation and entry (desirable). - Experience in cashflow management (desirable). Skills and behaviours: - Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly; - Excellent written communication skills; - Broad experience of Microsoft Office (Outlook, Word, Excel, Power Query, OneNote, Teams ); - Good organisation skills; - Strong attention to detail; - Manages time effectively with the ability to multi-task; - Keeps calm when faced with conflicting demands and handles these effectively; - Demonstrates a positive attitude at all times; - Works well on own tasks as well as on shared goals as part of a team; - Open to change with a creative approach to problem solving. - Professional and confident in dealing with people, working with total discretion at all times; - Confident decision maker.