IFA Assistant/PA to Director - Mayfair
6 days left
- Full Time
PA/IFA Support Administrator
Our client, a well established and professional IFA practice is looking for an experienced Financial Services Administrator with a good knowledge of pensions, investments to work the majority of the time for one of the company directors, giving 1 to 1 administration and organisational support.
This will involve preparing Director for client meetings, processing business, liaising with clients, providers and other third parties.
The remainder of the working day will be office and general administration; updating database, group scheme administration and reconciling fee commission revenue. You should be well spoken, professional and highly organised. This role is working in a busy and friendly team.