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Pa / administrator (financial services / wealth management)

Gerrards Cross
Talent Finder
Financial services administrator
Posted: 7 June
Offer description

PA / Administrator (Financial Services / Wealth Management) | Chalfont St Peter, South Buckinghamshire (Hybrid Working) | Part-Time, Approx. 23 Hours Per Week | Flexible Working Pattern | £14.00£22.00 per hour (DOE)

Are you an experienced Financial Services Administrator, IFA Administrator, Wealth Management Administrator or PA looking for a rewarding part-time opportunity within a professional, client-focused business?

Due to continued growth, our client is looking to recruit a proactive and highly organised PA / Administrator to provide vital support to an experienced Independent Financial Adviser with over 30 years of industry experience. This is a newly created position and a key appointment for the business. As the first dedicated support hire, you will play an important role in helping the practice operate efficiently, supporting clients, managing administration and enabling the adviser to focus on delivering excellent client outcomes and growing the business.

Our client is an established and highly respected financial planning and wealth management practice built on long-standing client relationships, trust and exceptional service. Many clients have been with the business for years, reflecting its personal approach and commitment to delivering positive outcomes. The successful candidate will become a key part of the business, supporting its continued growth while benefiting f...

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