Rickmansworth, Herts
£13.00 - £15.00 per hour
PA / Administrator to Financial Advisor
A new role due to expansion, preferred days Monday, Tuesday and Wednesday or Thursday. Part time hours on these days, to be discussed but likely to be 4-5 hours per day.
£13.00 - £15.00 per hour
A broad PA / Administrator role supporting a successful and established Financial Advisor. Will ideally suit a candidate accustomed to working within the Financial sector. Responsibilities will include:
- Appointment making and diary management
- Client servicing model and management of client reviews
- Client transaction records
- Meeting pack preparation
- Application processing
- Managing Salesforce
- CFR updates
- Post Management
- Processing protection applications
- Task management
- Transcribing notes of meetings and ensuring actions arising are met
- Switches and Encashments
- Deeds of assignment
- General client enquiries
For more information and to apply please send your CV.