Personal Assistant to Financial Planner

A long established, well respected and friendly City based IFA are seeking to recruit a talented Personal Assistant/Client Support Associate to join their team and provide crucial support to a Senior Financial Planner. Our client offers a competitive salary up to £35,000, bonuses, comprehensive benefits, and a hybrid working model.

We are searching for a dedicated Personal Assistant who will work closely with a Senior Financial Planner, managing administrative tasks and providing essential support in various financial planning activities. The ideal candidate will exhibit exceptional organisational skills, attention to detail, initiative, adaptability, and a commitment to delivering unwavering client service excellence. This role requires autonomy while fostering collaboration across multiple teams and managing competing priorities effectively under pressure while maintaining high-quality standards.

Key Responsibilities:

• All diary management and administrative duties for Senior Financial Planner
  Assist in preparing for various meetings, including Client Annual Reviews.
• Handle the submission and tracking of new business activities such as opening new Investment Accounts and transfers.
• Prepare and submit new protection cases, run quotes, and create quote presentations.
• Liaise with multiple teams across the business, including Planners, Investment Team, Adviser Team, Business Development, and Client Services Managers.
• Organize Introducer events, record attendees, and manage business lead outcomes on CURO.
• Maintain database administration tasks, including updating all client records on CURO and saving emails to file.
• Cultivate relationships with clients, introducers, and their PA’s.
• Assist with typing, printing, and formatting letters, agendas, reports, and presentations.
• Address any IT issues promptly and report suspicious activity to Chalkline IT Support.
• Daily preparation of the Director’s Call List and ensure follow-ups are booked.
• Monitor and take action on any Experian Fraud alerts for the Director.
• Handle the submission of CPD Certificates.
• Distribute articles in which the Director has appeared or that are informative for clients, monitoring communication via CURO.

Requirements:

• Proven experience as a Personal Assistant or similar role, preferably within the financial services industry.
• Excellent organizational skills and attention to detail.
• Strong initiative, adaptability, and a commitment to unwavering client service excellence.
• Ability to work autonomously while also collaborating effectively across teams.
• Proficiency in handling competing priorities and working effectively under pressure.
• Strong written and verbal communication skills.
• Ability to build and maintain professional relationships with clients and colleagues.
• Proficiency in Microsoft Office Suite and familiarity with CURO or similar CRM systems.
• Flexibility to undertake standard financial planning support duties alongside traditional PA responsibilities.

Benefits:

• Competitive salary up to £35,000, with performance-based bonuses.
• Comprehensive benefits package.
• Hybrid working model promoting work-life balance.
• Opportunity to work alongside industry experts in a leading financial planning firm.

An opportunity to work for one of London’s leading IFAs offering to work within a professional and positive working environment.