IFA Administrator/PA

Recruiter
Cavendish House Recruitment LLP
Location
Bath
Posted
11 Jan 2018
Closes
19 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Job Title: IFA Administrator/PA

Location: Bath

Salary: £17,000 - £25,000

Job Ref: LH/19768

Cavendish Maine are pleased to be working with a respected independent financial advisers who are proud of their truly independent status. My client is looking for an Administrator/ PA who will provide support to one of the senior partners in the firm.

This is a great opportunity to join a small but progressive practice who will support you in your career path.

Your duties will include:

  • Making client appointments
  • Client financial portfolio valuations
  • Answering calls/taking messages
  • Assisting clients with any queries
  • Filing
  • Assisting the Personal Assistant
  • Writing basic letters
  • Sending out application forms/instructions
  • Dealing with any product provider queries

The ideal candidate will have previous experience within a similar firm and have some understanding around financial services, use of Plum would be preferred but not essential. You will have strong typing skills with good knowledge of Microsoft packages.

This is a small firm with lots of client contact so you will need good interpersonal skills and attention to detail.

The preference is for a full time person however my client may consider part time for the right person.

Footnote

If your application is successful we will contact you to discuss the opportunity in more detail, within 72 hours of receiving your application.

Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.

Please be advised that if unsuccessful for this role we may keep your details in our hold file for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us.

In the meantime, we would like to thank you for your interest in Cavendish Maine.


This job was originally posted as www.jobsite.co.uk/job/959910454