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Personal assistant administrator

Cattawade
Permanent
Pure Resourcing Solutions
Personal assistant
Posted: 2 August
Offer description

Personal Assistant Administrator Ipswich Outskirts (A12 Corridor) £28,000+ Bonus Monday-Friday 9-5pm Pure are delighted to be recruiting a personal assistant administrator for an established wealth management business. The ideal candidate would have previous experience in a similar environment. This role would be suitable for candidates who are looking to path out a career within financial services. Please get in touch if you would like to discuss this further and find out more about the organisation. Key Responsibilities: Pension, Investment and Protection research Preparing Discussion Documents for Financial Advisor Meetings Pre-Submission Process Producing Reports Arranging Advisor's Diaries Arranging Annual Reviews Running Advisor's back-office system Meeting & greeting clients for advisors Point of contact for clients for self-employed advisor Key Skills Ability to work under pressure Fast learner Meticulous attention to detail Problem solver Excellent Time Management Very comfortable with numbers Good telephone manner Desire to learn, develop and progress in Financial Services Qualifications GCSE A or B in Maths (essential) Strong A Levels or recent graduate ideally in maths or sciences- Desirable Must be a car driv...

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