PA/ Financial Planning Administrator

Posted 26 March by NJR Recruitment
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PA/ Financial Planning Administrator
Location: Solihull
Salary £23,000-£30,000

Our Client offer a boutique Wealth Management service and provide bespoke financial solutions to High Net Worth individuals and businesses. A rare and exciting opportunity is now available for a highly professional and experienced Personal Assistant/Financial Planning Administrator to join a growing and dynamic business.

Working directly for the Office Manager the successful candidate will need to have previous experience of working in a fast paced environment. You will also have the ability to be able to multi-task a number of responsibilities. As a calm individual who takes pride in your output of work, daily duties will be varied and demanding consisting of;

  • Extensive liaison with the MD's High Net Worth Clients - taking and dealing with telephone messages / answer queries when possible
  • Full diary Management
  • Processing new Business
  • Liaising with providers, and 3rd parties
  • Organising company events, seminars and conferences
  • Creating valuations, agendas and reports for review meetings
  • Annual and Quarterly fund research
  • Experience of Intelligent office would be desirable


The successful candidate will need to have previous experience working as a PA/ Administrator - preferably within a financial services or a professional environment. You should have solid communication and articulation skills as well as the ability to multi-task. You will need to be highly motivated and enjoy the challenge of a diverse role whilst having an eye for detail

It is also essential that the successful candidate is a team player, committed to the company, has a flexible and thorough approach with the ability to priorities their work.

For more information please contact one of specialist consultants quoting REF:NJR10045

Reference: 39955995

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