Job Information

A leading, independently owned, financial and professional services firm 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 in their Stunning Leatherhead offices.



The successful candidate should possess excellent PA and Secretarial Skills and be able to audio type and take minutes, Diary management, Report writing, research, organise travel/accommodation when necessary, manage their office administration, i.e. emails, clients call backs, and prioritise work load.



The candidate will need to be:-



• Fast and accurate at typing, (audio dictation)
• Good organisation skills with the ability to prioritise
• Team player.



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 on Avelo 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 £25,000 plus excellent benefits, pension etc