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PA To Director & Financial Planning Administrator

Anthony Alexandra
Job LocationNorwich
EducationNot Mentioned
Salary32,000 - 40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

An excellent opportunity has arisen for an PA To Director & Financial Planning Administrator to work within a highly successful Wealth Management firm.This is a genuinely exciting opportunity for an ambitious individual who is looking for a Career within an established business. The role requires an individual who can work within a fast-paced environment, adapt to industry changes and someone who canadjust to various daily deadlines.Working as part of a busy and friendly team the successful candidate will be responsible for:Main responsibilities are:

  • Direct PA Support to an experienced and successful Financial Planner / Director
  • Diary management including booking appointments.
  • Answering general queries and requests from clients over the phone and by email.
  • Obtaining specific information from providers at the request of the adviser.
  • Completing portfolio review reports and document packs.
  • Submitting new business and processing fund switches, following through until completion.
  • To be a point of contact for clients, life offices and members of the business
  • Maintenance of all administration systems, ensuring all client data is accurate and up to date
  • Assist with the management of the IFAs portfolio of existing business
The successful candidate will have the following skills and experience:
  • Minimum of 2 - 3 years experience within a Financial Planning firm
  • Knowledge of Pensions, Investments and Protection
  • Professional and personable communicator who is comfortable dealing with clients
  • Professional qualifications are desirable
Thank you for showing your interest and please contact us at your earliest convenience as we are arranging interviews shortly. If this role does not suit you, please contact us for alternative vacancies.Anthony Alexandra Associates specialises in Financial Services, Insurance and Accountancy recruitment focusing on Pensions, Employee Benefits, IFA, Investments, Mortgages, Actuarial, Broking, Claims, Loss Adjusting and Underwriting within Commercialand Personal Lines markets.

Keyskills :
Personal AssistantpensionsinvestmentsIFA AdministratorFinancial Advisers

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