£23,000 to £27,000 plus benefits and bonus
Financial Services support/PA professional required by this wealth manager that provides advice to HNW private individuals across Investments and Retirement Planning. The team continues to grow they now require a new member to operate in a dual PA/Administrator role in support to a senior Advisor/Director.
You will be responsible for new business, servicing of existing business, platform-based work, valuations and database management. Other duties include diary management, travel arrangements, expenses, internal and external communications and preparation for client meetings.
Candidates will be working in a financial services PA and/or support role with exposure to a range of financial planning across retirement, tax and investments.
If you are interested in this position, please call Chris Johnston on 07860 939 925 or click the apply button below or you can also email your details to email@example.com. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.