We are looking to recruit for a IFA admin role to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.Key Responsibilities:Act as the first point of contact for all incoming enquiries.Meet and greet clients and guests on arrival at the office.Organise client and prospective client meetings, managing all Financial Planners'' diaries effectively.Prepare and issue client documentation before and after meetings.Attend client meetings when required.Complete Anti-Money Laundering (AML) checks.Prepare and check client meeting packs in advance, keeping diaries updated with amendments.Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.Complete checklists, scan and file documentation to the back-office system.Provide weekly Management Information to the Practice/Operations Manager.Manage Financial Planners'' general queries, calls and invitations.Attend and record weekly team meetings and quarterly open forum meetings.Skills and Experience:Previous experience in a client-facing or administrative role, ideally within and IFA admin, financial services or a professional office environment.Strong organisational skills with the ability to manage multiple diaries and competing priorities.Excellent communication skills ..... full job details .....