PA / Financial Planning Assistant - Work from home

Posted 15 November by Professional Placement (Southern) Ltd
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PA / financial planning support - This is a work from home role or office the client is very flexible. You will be expected to go to an office when required that could be West Sussex or London.

I am working on behalf of a long standing client that I have assisted with the recruitment for one of their busy offices for many years.

This is a super role within a team of professionals who support the financial advice process from cradle to grave, for a variety of clients that are also long standing and need on going advice, along with new clients that are coming on board on a regular basis from referrals and seminars.

What we are looking for?

We're looking for an experienced Personal Assistant to support one of our Financial Advisers. This is a fantastic opportunity for someone to work closely alongside a Financial Adviser, helping them provide a seamless service to new and existing clients.

The role duties:

To be a full support for 1 or 2 advisors.

Manage incoming calls and emails for the Adviser.

Make appointments for new and existing clients, annual reviews and other meetings as required.

·Prepare meeting packs, also assist with organising the recommendations/reports that account for clients’ circumstances and needs.

Implement actions, such as changing existing investment holdings, as directed.

Providing client support required via phone, email or post.

Attend external events with the Adviser where required

· Maintaining and organising the Advisers diary

· Set up client files and filing.

· Produce client specific documents that are sometimes of a confidential nature.

· Update client holdings, valuations, and other information when requested.

What do you need to apply?

Clear PA experience

Experience within he financial services sector

Someone who is passionate about client satisfaction.

A person who is dynamic, positive, outgoing, professional and confidential in undertaking all aspects of their role.

Candidates must be articulate, numerate, well presented and used to dealing with people at all levels.

Someone that is comfortable working to tight deadlines.

A team player, who is comfortable working closely with the Adviser, but is equally comfortable working on their own

Required skills

  • Appointments
  • Events
  • Financial Services
  • Investment
  • Valuations

Reference: 44708074

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