PA to Director / Financial Advisor

Job Title: PA to Director / Financial Advisor
Contract Type: Permanent
Location: Horsham
Salary: £30K-£40K DOE
Reference: 1005425
Contact Email:
Job Published: January 04, 2021 18:16

Job Description

PA to Director/Financial Advisor
Full time Monday – Friday
I am recruiting for a fantastic position one that rarely comes up within such a fantastic practice. I am recruiting for an PA to the Director/Financial Advisor. For this role you must have previous experience working within a Financial Advice practice and as a Personal Assistant.

You will be a key part of a friendly team that pride themselves on the great working environment they have made. You will be reporting directly to the Director who is incredibly knowledge and passionate about their work.
The ideal candidate will be:


  • Must have previous experience as a PA in Financial Services
  • Ideally have Previous experience of working with Financial Advisors
  • Confident working off your own back
  • Extremely organised
  • High attention to detail
  • Strongly IT literate
  • Proud of your work

Duties will include:



  • Diary Management
  • Email management
  • Appointment making
  • Prepare illustrations and pull from the system
  • Submitting new Business applications

For more information, please contact Tegan Sillett at Dynamite Recruitment 02392455422


Get similar jobs like these by email

By submitting your details you agree to our T&C's