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Ipswich Outskirts (A12 Corridor)
28,000+ Bonus
Monday-Friday 9-5pm
Pure are delighted to be recruiting a personal assistant administrator for an established wealth management business. The ideal candidate would have previous experience in a similar environment.
This role would be suitable for candidates who are looking to path out a career within financial services.
Please get in touch if you would like to discuss this further and find out more about the organisation.
Key Responsibilities:
- Pension, Investment and Protection research
- Preparing Discussion Documents for Financial Advisor Meetings
- Pre-Submission Process
- Producing Reports
- Arranging Advisor's Diaries
- Arranging Annual Reviews
- Running Advisor's back-office system
- Meeting & greeting clients for advisors
- Point of contact for clients for self-employed advisor
Key Skills
- Ability to work under pressure
- Fast learner
- Meticulous attention to detail
- Problem solver
- Excellent Time Management
- Very comfortable with numbers
- Good telephone manner
- Desire to learn, develop and progress in Financial Services
Qualifications
- GCSE A or B in Maths (essential)
- Strong A Levels or recent graduate ideally in maths or sciences- Desirable
- Must be a car driver
