Personal Assistant/ IFA Administrator

Posted 10 April by Prestige Recruitment Group
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Personal Assistant/IFA Administrator-Part-time-Merseyside

My successful client based in Merseyside is currently looking for an experienced Personal Assistant with IFA Practice experience for 3 months to join their team.

Previous IFA Administration is essential!

They are recruiting for a Personal Assistant who:

  • Has over 2 years' experience working within a Financial Planning practice
  • Is able to input new business applications
  • Produces client reviews
  • Is able to work both as part of a team and independently
  • Has dealt with high net-worth clients

The ideal candidate:

  • Able to provide administrative support
  • Currently or previously worked within Financial Services administration
  • Proficient with Microsoft Office Packages

Competitive salary and fantastic benefits package. Salary up to £20,000 pro rata depending on experience.

Please submit your CV or contact Jennie Guy on /

Zoot Recruit has now rebranded to Prestige Recruitment Group who are specialist Financial Services and Insurance recruiter based in Liverpool, but we cover vacancies all over the North West & Wales. Our current team boasts over 60 year's specialist recruitment experience between us.

Please visit our website or follow us on twitter @PrestigeRGroup

We receive so many applications that in some instances we are unable to offer individual feedback. If we have not contacted you within five working days unfortunately your application will not be progressed any further for this vacancy. However, if you want to call us for a chat about any other vacancies or some advice and guidance, please do as we are always happy to help.

Required skills

  • Financial Services
  • Personal Assistant
  • IFA Administration
  • IFA Practice

Reference: 37729401

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