Job Description

A fantastic opportunity is available for an experienced and knowledgeable Personal Assistant / Administrator to join their established team.

To join as a key part of this team you will need to be highly efficient, organized, and be able to multi-task and priorities accordingly. You will relish getting things organized and getting the job done, have a 'hands-on' approach and be capable of independently completing required functions, whilst

Providing a high quality administrative & sales support to a demanding and very busy Financial Adviser.

Responsibilities

• Provide sales support, obtain quotations, administer new business.
• Produce valuations and process plan changes and existing business enquiries.
• To maintain all necessary registers and records.
• Adhere to and satisfy all compliance requirements.
• To liaise with colleagues and clients in a professional efficient manner.
• To willingly undertake any training required and ensure that personal.
• Knowledge and skills are kept up to date.
• Make suggestions for improvement where this would benefit the future.

Schedule:

• Monday to Friday.

Experience:

• personal assistant: 1 year (Preferred).

Required Knowledge, Skills, and Abilities

The successful candidate will need to have previous experience working as an administrator for a firm of Financial Advisers. Those will a strong working knowledge of Investments, and ideally Trusts are of high interest. You will be a confident user of Provider Platforms, and ideally work with Intelligent Office.