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:
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
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.