Job Information

An Independent Financial Advisers in Nantwich are seeking an Executive PA to support 2 Directors with these key responsibilities:

• •                  Assisting with the marketing, sponsorships and advertising
• •                  Comprehensive diary management
• •                  Organising travel and accommodation
• •                  Monitoring all incoming correspondence and acting on or advising of any urgent matters 
• •                  Proofreading and assisting with compiling confidential reports
• •                  Creation and typing up of documents and presentations ahead of meetings
• •                  Ad-hoc project work
• •                  Screening telephone calls, enquiries and requests, and handling them when appropriate
• •                  Acting as a liaison point for clients and colleagues
• •                  Assisting with personal appointments and matters as required

The salary for this position is £24,000 - £30,000pa. You will be naturally very organised, have the ability to work on multiple tasks simultaneously and have a confident approach in dealing with the Directors. Experience of working within an Financial Services, Wealth Management or Investment Management company is preferable. 

The benefits:

• •                  £24,000-£30,000 salary, permanent employment
• •                  ‘Normal’ office hours Monday-Friday
• •                  Discretionary bonus paid 6 monthly
• •                  27 days holiday plus bank holiday
• •                  Death in service (4 x Salary)
• •                  5% & 5% pension after your probationary period