Job Information

A boutique style financial services firm based in Stevenage requires a PA to one of highly successful HNW Financial Advisor Partner.

They aim to deliver imaginative yet pragmatic advice and solutions tailored to their Clients individual circumstances and needs. The firm has a respectable and ethical culture and recruiting for a PA to one of their Partners. The successful candidate should possess excellent PA and Secretarial Skills, Diary management, Report writing, research, organise travel/accommodation when necessary, manage their office administration, i.e. emails, clients call backs, and prioritise work load.



This role entails providing secretarial and administrative support dealing with clients` financial affairs on a day to day and on-going basis. Typical duties would include:-



• 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.
• Good all round MS office skills and CRM experience also necessary.
• The role is working closely with a Financial Advisor so some Financial Services, Wealth Management knowledge would be extremely advantageous.
• Salary is in the region of £29,000 to £38,000 plus excellent benefits, pension etc
• CII exams would also be advantageous