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Personal Assistant Administrator
Job Posted: 5 days ago
Salary: £ 28,000 - 28,000 / Annum
Job Type: Permanent
Location: Ipswich
Expire in: 23 days
Job Description
Personal Assistant Administrator
Ipswich Outskirts (A12 Corridor)
£28,000+ Bonus
Monday-Friday 9-5pm
Pure are delighted to be recruiting a personal assistant administrator for an established wealth management business. The ideal candidate would have previous experience in a similar environment.
This role would be suitable for candidates who are looking to path out a career within financial services.
Please get in touch if you would like to discuss this further and find out more about the organisation.
Key Responsibilities:
Pension, Investment and Protection research
Preparing Discussion Documents for Financial Advisor Meetings
Pre-Submission Process
Producing Reports
Arranging Advisor's Diaries
Arranging Annual Reviews
Running Advisor's back-office system
Meeting & greeting clients for advisors
Point of contact for clients for self-employed advisor
Key Skills
Ability to work under pressure
Fast learner
Meticulous attention to detail
Problem solver
Excellent Time Management
Very comfortable with numbers
Good telephone manner
Desire to learn, develop and progress in Financial Services
Qualifications
GCSE A or B in Maths (essential)
Strong A Levels or recent graduate ideally in maths or sciences- Desirable
Must be a car driverBefore You Apply
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- Bank details.
- National Insurance number.
- Date of birth.
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