Job Details

PA to Financial Adviser & Managing Partner

Sector:Financial Services

Region : Greater London

Location: Finchley

Salary: Salary is negotiable dependant on experience

Job Ref.: CL0803JA

Job Information

Our Client based within a 30 second walk to FInchley tube station, requires a PA Financial Services Administrator who has atleast 2 years experience working in a similar environment i.e. IFA, Financial Advisors, FInancial Planners, Wealth Manager etc. You will responsible for Diary management of the Managing Partner, Preparing for client meetings, correspondence with clients, suitability reports from templates and other back office administration.uble station has been establishe in the London area for many years requires a PA Administrator, ,