Job Information

Cameron James is working with a national firm of Chartered Financial Advisors for an experienced Financial Services PA within a Senior Partner Practice. An excellent opportunity has arisen for a professional, adaptable and experienced individual within a Practice based in Epsom.

This role entails providing PA/Secretarial and administrative support dealing with clients` financial affairs on a day to day and on-going basis.

Typical duties would include:-

Support Director`s flexible working / multi office arrangements
Deliver high quality at all times and influence the culture to improve
Typing letters/emails to clients and product providers
Preparing paperwork for meetings
Checking through emails from clients and providers
Ensuring reminders set for tasks are completed
Entering new business and updating client`s valuations
Submitting on-line applications with insurance companies and investment managers
Answering telephone calls, booking appointments, dealing with queries with clients and product providers
Ensuring all compliance and new business procedures are completed.

Salary for this role is £28,000 to £40,000. Hours are Monday to Friday