Job Summary

PA - Wealth Management

Hassocks,West Sussex | - £27k-£36k | Financial Services

Recruiter: JM UK Consulting Ltd

FULL TIME OR 4 DAYS PER WEEK.

We are recruiting for a PA to work with our new client based in West Sussex.

The role is supporting a member of the board and, our client is seeking a confident and organised individual who will be able to demonstrate past working history in a similar role.

Professionalism and confidentiality are key, as is the ability to think ahead and forward plan. You should also be motivated by working in a people-centric business where developing and maintaining professional relationships with colleagues and clients is essential.

The position would ideally suit a dynamic individual who has experience working within a Financial Adviser practice, as there will be a requirement to deal with a variety of tasks.

Alongside this we’re looking for someone who is numerate, works well under pressure, can handle a challenging workload, is adaptable and enjoy working in a fast-paced environment.

The role duties are:

  • Make appointments for existing clients, annual reviews and other meetings as required.
  • Prepare recommendations/reports that account for client's circumstances and needs.
  • Implement... More

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