Managing and developing client relationshipGathering information and researching existing portfoliosAttending client meetings and taking minutesResearching products including Wrap, pensions, investments and BR productsPreparing planning reports including second-opinion service, regular progress reviews and investmentLiaising with external paraplanning supportOverseeing and supporting the administration teamDeveloping processes, such as review processes, and documentationContributing to and editing the monthly e-newsletter

Registered charity helping families provide the best start in life for babies and childrenActing as Company SecretaryProject managing Training for Trainers schemes and liaising with national trainers and traineesSupervising admin team and managing post-training admin systemImplementing and maintaining filing and archive systemPA responsibilities

New business processing and case management (mortgages, investments, pensions and life cover)Sourcing quotes and illustrations (life/mortgage cover, investment bonds)Preparing work-in-progress reports to the MD for all consultantsTraining new admin staff on financial services and administration systemsMaintaining client database systemPreparing and designing reports, presentations and handouts, including delivery/assisting delivery in presenting group pension propositions to prospective corporate clients/Boards of TrusteesAdditional paraplanner and trainee advisor dutiesAssisting main office IT support and liaising with external IT support companySenior PA responsibilities

Training new admin staff on general financial services and administration systemsSupporting the Compliance Officer and Money Laundering Officer, and co-ordinating with outsourced compliance servicesProject managing client seminars, including managing the budgetPresenting a new investment fund to potential and existing clients, including preparing and designing presentation materials for launchOverseeing client administration, including liaising with clientsPlacing client investment deals, preparing valuations and files for adviser meetings, and typing letters and preparing enclosuresUndertaking specific projects including renegotiating dealing terms with investment companiesIn-office IT support including liaising with external IT support companyPA responsibilities