Recruit UK
Bath, UK
19 Aug 2019
02 Sep 2019
Contract Type
Full Time
Job Title: PA/ IFA Administrator

Industry: Financial Services

Location: Bath

Salary: up to £28,000

Reference Number:13966

Job Description:Recruit UK are working on an excellent opportunity for a Personal Assistant in Bath to join a Wealth Management Firm

This is a successful Wealth Management firm who have a highly experienced and knowledgeable management team who started the company in the last decade.

They are going from strength to strength and to maintain their reputation and high levels of service they provide to their clients, they need a PA who is able to handle the everyday busy duties of supporting a busy financial adviser.

General tasks will include;
  • Diary management for advisers and arranging client meetings.
  • Preparing literature, such as business applications and paperwork.
  • Ensuring all literature and information is in place prior to meetings.
  • Dealing with correspondence, written and telephone enquiries from clients and product providers.
  • Maintaining paper and electronic records in a confidential manner.
  • Preparing portfolio valuations.
  • Following procedures and compliance requirements.
  • General administration duties and supporting of back office staff.
  • Carrying out Anti-Money Laundering Checks.

What's in it for you:

-Great benefits package that includes:

- contributory pension scheme

- access to parking

- cycle to work scheme and vouchers

- Exam support

Skills and experience required:

As expected in this type of role, you will need to have an exceptional level of organisation and the ability to multi task in a pressured environment. You will be personable and confident to liaise at a high level with the ability to work as part of a team and on your own initiative. Experience wise, our client will require you to have relevant experience of working in a similar environment and have a good knowledge of wealth management products, including pensions, investments and protection.

You will need to be conversant in Microsoft Office and be willing to learn new skills quickly and effectively. This is a great firm to join and they will provide support towards training and further qualifications.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a Wealth Management Firm based in Bath on a PA/IFA Admin role.

Our commitment to you
  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

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