Personal Assistant / Trainee Paraplanner
19 days ago
Merthyr Tydfil
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 i...