PA - Financial Services

PA - Financial Services

Job Title: PA - Financial Services
Contract Type: Permanent
Location: Burgess Hill, West Sussex
Salary: Negotiable
Start Date: asap
Reference: BBBH4861_1533552327
Contact Name: Dynamite Recruitment
Contact Email:
Job Published: August 06, 2018 11:45

Job Description

Financial Services PA to work with Top performing Adviser.
Must have a Financial Services background.

We are working with a long standing client who is park of a large scale Wealth Advisory Network.
For this role we are recruiting a Financial Services PA, however this does require someone who has worked in a similar role within a Financial Organisation.

The role will include all standard PA duties:
Diairy Managment
Booking travel
Liaising with clients and being their point of contact.
Drafting and correcting correspondence
Booking in client reviews

On the Financial side you will be carrying out the following;
New business applications
Obtaining valuations
Liaising with clients
Booking in their reviews
Being a point of contact and able to understand and talking a confident manner about the products.

We must have a someone with a clear financial background and someone who is organised and can work well in fast paced environment. We would ideally bee seeking someone to have a financial services qualifications that is either a CF or Dip PFS exam/s

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.