·  Onboarding new clients and processing client applications

·  Preparing suitability letters, annual reports, and letters of authority

·  Chasing providers regarding applications and transfers of money

·  Preparing and maintaining client records for compliance

·  Dealing client and third-party provider queries in a timely and effective and manner

·  Upkeep of the internal CRM systems and management of workflows

·  General office administration

·  Supporting the Directors and Advisers with all reasonable duties

·  Above all else you must have a passion for delivering excellent client service

·  A good phone manner

·  Analytical and interested in problem solving

·  Previous administration experience in working for an IFA highly desired

·  You must have excellent communication skills, great attention to detail, and be able to prioritise your work loads

·  Proficient in Microsoft Office, Experience of Iress XPLAN and FE Analytics useful

·  Enjoy being a team player, performing various tasks with different people as required