Are you an enthusiastic PA and Administrator looking to move to a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients? Are you keen to play a major role in the success of the team? If the answer to these questions is yes, we would like to hear from you.
Our client is a successful Financial Services firm who provide a range of specialist services and advice to HNW clients. Due to continued success and growth; they are looking to appoint a positive and energetic PA/Administrator to join their team. Your role will be to provide full administrative support to one of the Directors as well as dealing with key PA duties including diary management and planning. You will ensure that all relevant information in available and assist in dealing with day to day enquiries. You will support the submission of business to the relevant parties and ensure all information and compliance requirements are fully adhered to.
Applications are invited from PA/Administrators with knowledge and experience of the Financial Services industry. You must have an eye for detail with strong written and verbal communication skills. Progress with professional qualifications is beneficial.
This role will suit a skilled PA/Administrator who is keen to be part of a highly professional team within an award winning Holistic Financial Planning firm in Central London.
Administration, Administrator, PA, Sales Support, Pensions, Wealth Management, Investment, Financial Advice, Retirement Planning,
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