Personal Assistant - Wealth Advisory firm

  London, City

£30,000-£35,000 +excellent benefits

We are looking for a confident and dynamic PA to join a successful and forward thinking boutique Wealth Advisory firm based in the City near Bank station. The PA will provide support to 2 Directors, whilst also focusing on client management and paraplanning. 60% of the role will involve paraplanner duties, so we're looking for someone who has previous experience or is keen to learn and complete training. 

This is a fantastic opportunity for a PA with 2-3 years' experience to join a friendly team of 16 who embrace a positive, happy and hardworking culture. Flexible working is offered with 2 days working from home.

PA / Paraplanner duties:

  • Diary management for 2 Directors
  • Scheduling client meetings and preparing documents
  • Handling all client communications; phone calls and emails
  • Building and maintaining valuable relationships with clients
  • Working with advisers to understand clients needs and managing their expectations
  • Analyse client data and ensure data is documented in CRM system
  • Produce Suitability Reports for clients (training provided)
  • Managing the transfer of client money
  • Option to work towards becoming a fully qualified Paraplanner
  • Assisting with compliance functions to ensure the business is in line with regulatory requirements

Ideal candidates will be well presented, personable and confident dealing with people at all levels, including senior level clients. It is essential that you strive for excellence and are willing to go above and beyond. The company is very supportive and offers opportunities to grow, and develop skills.

Essential requirements:

  • High attention to detail, able to manage and prioritise a busy workload
  • Strong verbal and written communication
  • An aptitude to learn and advance your skills
  • Time management skills

Working hours are Monday to Friday 8.30am-5.30pm with 2 days working from home and excellent benefits including; discretionary bonus, healthcare, pension and unlimited holiday days and company funding to reach Level 4 Diploma

Reference: AFB10247

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