My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for a Financial Administration Professional.My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being.My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services. You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients.RequirementsGreat organisational skills - ability to prioritise and manage own workloadExperience in Financial Services, working in a similar roleIdeally holding or working towards professional qualificationsGood communication skills, able to deal with clients, support colleagues and challenge providersKnowledge on anti-money laundering, TCF and compliance proceduresIT skills and use or Intelligent office or similarResponsibilities:The preparation of New Business filesThe submission of new business applicationsOngoing management of existing client bank - including preparing portfolio reports/client review documentsClient change of agency and information gatheringClient support, processing trades and answering client queriesLiaising with advisers and paraplanners throughout the processUpdating the back office system and k