Financial Services Assistant
3 weeks ago
Have you been working in administration in Financial Services and are looking to make your next move?
I am currently working with an excellent Independent Financial Planning company in Central Cardiff who are looking for a Personal Assistant to join their team
The role is to provide high quality support to one of the Directors and one of the Advisers, being responsible for all administrative duties on a day to day basis.
In return, you will receive a competitive base salary, benefits and the opportunity to WFH*
**Salary: £24,000 - £27,000 DOE + Hybrid Working* + Benefits**
**Responsibilities**
- Provide efficient, friendly and professional point of contact for clients and providers
- Maintaining office systems, and ensure ongoing financial administration tasks are completed in timely manner
- Liaising with providers to obtain investment valuations, illustrations, and policy information as required
- Processing business both online and direct with product providers
**Experience and Qualifications**
- 1-2 years experience in similar IFA environment
- Excellent interpersonal and organisational skills
- Desirable - experience with Intelliflo
**Benefits**
- WFH available once probation is passed
- Group Income
- PMI after 12 months employment
- Death in Service
- Full support with professional qualifications and study days
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