Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Financial services personal assistant

Bromsgrove
Permanent
Bell Cornwall Recruitment
Personal assistant
Posted: 21h ago
Offer description

Financial Services Personal Assistant BCR/TH/31740 Competitive Salary (£30,000+) Bromsgrove Bell Cornwall Recruitment is looking for an outstanding candidate to join one of the UK's leading Financial Advisory and Wealth Management Firms. They have a fantastic office in Bromsgrove, and offer hybrid working as well as flexible start/finish times for the Financial Services Personal Assistant position. This role requires a background in wealth management, and a robust knowledge of pensions, investments, protection and other products in the world of financial services. The role: Client service and liaison are paramount for this role, building rapport and developing relationships so you are someone the client is thrilled to pick up the phone to Communication with providers and third parties, utilising investment platforms Administrative support to IFAs ad Paraplanners Maintain client records and data accuratelyThe ideal Financial Services Personal Assistant will have: Experience in financial services/ wealth management (must have) Understanding of multiple financial products such as pensions, investments and protection Experience with multiple investment platforms (highly desirable) Excellent communication skills and ability to build relationships with clients and colleagues Ability to commute to office in Bromsgrove- not well suited to a non-driveInterested? Please click the 'APPLY' button now! BCR aim to...

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Junior pa
Birmingham (West Midlands)
Permanent
Katie Bard Careers
Personal assistant
Similar job
Personal assistant
West Bromwich
Permanent
Apollo Home Healthcare Careers
Personal assistant
Similar job
Personal assistant (pa) construction
Solihull
Permanent
Buildout Recruitment
Personal assistant
See more jobs
Similar jobs
Administration jobs in Bromsgrove
jobs Bromsgrove
jobs Worcestershire
jobs England
Home > Jobs > Administration jobs > Personal assistant jobs > Personal assistant jobs in Bromsgrove > Financial Services Personal Assistant

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save