Ifa Personal Assistant

1 month ago


Horncastle, United Kingdom Horncastle Recruitment Full time

**Job Title: IFA Personal Assistant**

**Location**:Horncastle

**Job Type**:Full-time

**Salary**:Based on experience

Are you an IFA Administrator/Personal Assistant with experience working on a 1-2-1 basis with a Financial Adviser or group of wealth management executives. My client is a local Independent Financial Advice firm advising clients across Lincolnshire. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, and some Protection.

My client is creating a brand-new role within the business for an established Financial Administrator/Personal Assistant with a background in financial services or similar. The role will be office based and supporting the MD with all her affairs and clients. This will be a mix of IFA Administration and Personal Assistant duties. My client can offer a very secure and rewarding role, with an excellent benefits package including pensions, death in service and attractive earning potential.

**Required work experience/skills**:

- Previous experience in a Personal Assistant role within is preferable but not essential
- Some understanding of basic financial terms

**Successful applicant will have the following skills**:

- Accurate & efficient
- Team player, eager to learn and develop professionally
- Highly organised with excellent attention to detail
- Proactive and responsible
- Excellent communication skills both verbally and written

If you are a good team player with the above skills, great attention to details, hard working with a passion to succeed. Please send your CV with covering letter stating why you are the right person to fill this role.

Schedule:

- 10 hour shift
- Monday to Friday

**Experience**:

- Personal Assistant: 1 year (preferred)
- Financial industry: 1 year (preferred)

Work Location: One location



  • Horncastle, United Kingdom Penderels Trust Full time

    **Job Reference LIN15132LT1 - Horncastle, Lincolnshire** **About the Employer** I live alone, have progressive MS and am looking for someone to join my support team. Permanent powered wheelchair user following back surgery and am non weight baring. I try to be as independent as possible but need support to achieve this. Hours to be discussed during...


  • Horncastle, United Kingdom Penderels Trust Full time

    **Job Reference: LIN1440008HB1** Interested in working in social care? Please read on to see how you can make a difference. **About the Employer** A lady with MS unable to use legs, living in her own bungalow and is determined to stay as independent as she can. **Summary of Duties** Personal care (includes washing and dressing and hoisting), may include...


  • Horncastle, United Kingdom Penderels Trust Full time

    **About** the Employer**: Interested in working in social care? Please read on to see how you can make a difference. A lady with MS unable to use legs, living in her own bungalow and is determined to stay as independent as she can. **Summary** of Duties**: Personal care (includes washing and dressing and hoisting), may include preparing breakfast, And...


  • Horncastle, United Kingdom Glenholme Full time

    Role: Site Maintenance Person Location: Hillcrest Cottages Horncastle, with travel to other local services Contract: Full Time (37.5 hours) Salary: up to £23, - £25, per annum About The Role: To maintain the interior and exterior aspects of the properties within Hillcrest Cottages in Horncastle, and travel to other local services. The...

  • Care Assistant

    5 days ago


    Horncastle, United Kingdom Glenholme Full time

    Care Assistant Location: Glenholme Thimbleby Court, Horncastle Rate or Salary: £11.50 per hour, training, and industry recognised qualifications, flexible shifts Full Time only Do you have a big smile? That can make a person's face light up. Do you have great listening skills? To listen to a lifetime's worth of stories. Can you think on...


  • Horncastle, United Kingdom Root2 Recruit Full time

    **PURCHASING ASSISTANT** **HORNCASTLE** **£Competitive** **Mon - Fri 08:00 - 16:30** Are you a Purchasing Assistant, Purchasing Administrator or perhaps an experienced Administrator looking for a great opportunity to join an inclusive Purchasing Team? The role of the Purchasing Assistant will be to support the Buyer in all aspects of purchasing...


  • Horncastle, United Kingdom Royal Society of Wildlife Trusts Full time

    Closing date: Friday 14 April 2023- Salary: Circa £19,000 pa depending on experience - Contract type: Permanent / Working hours: Full time- Location: - **Banovallum House**,***:Manor House Street, Horncastle, LN9 5HF- We are looking for a Communications and Marketing Assistant to join our team and help make a difference for people and wildlife across the...

  • Purchasing Assistant

    4 hours ago


    Horncastle, United Kingdom Polypipe Civils Full time

    Polypipe Civils & Green Urbanisation design, develop and manufacture thermoplastic piping systems for civils and infrastructure projects with the industry’s widest choice of water management, surface water drainage, sewer and cable protection systems. **Role**: Reporting directly to the Purchasing Manager, the Purchasing Assistant will support the...


  • Horncastle, United Kingdom Mortons Media Group Ltd Full time

    Administrative Assistant Do you have a good head for numbers and want to build a career in magazines and books? If so, Mortons Media Group Ltd could have the perfect opportunity for you as an Administrative Assistant in our busy circulation team. There is much to learn, but we will guide you through the role with the necessary training and support, every...


  • Horncastle, United Kingdom Mortons Media Group Ltd Full time

    Administrative Assistant Do you have a good head for numbers and want to build a career in magazines and books? If so, Mortons Media Group Ltd could have the perfect opportunity for you as an Administrative Assistant in our busy circulation team. There is much to learn, but we will guide you through the role with the necessary training and support, every...

  • Warehouse Assistant

    3 days ago


    Horncastle, United Kingdom Mortons Media Group Ltd Full time

    Warehouse Assistant. Part-time, 21 hours per week, either 3 or 4 days. Main duties include: Despatch of mail order books, magazines and promotional goods. This involves manual handling and the use of steps/ladders. Use of stock control system Dealing with customer service enquiries and orders. The successful applicant will have: Excellent communication...


  • Horncastle, United Kingdom Protocol Education Full time

    Protocol are looking for an experienced Special Educational and Disabilities Teaching Assistant/ SEND TA to work with students within the local area. Special Education Needs and Disability Teaching Assistants, also known as SEND Teaching Assistant's, work under the guidance of teaching and SEND teaching staff, undertaking support programmes that enable...


  • Horncastle, United Kingdom Glenholme Full time

    Senior Care Assistant Location: Glenholme Thimbleby Court, Horncastle Rate or Salary: £12.50 per hour, advance payments for training, and industry recognised qualifications, flexible shifts Full Time, Day shifts Do you have a big smile? That can make a person's face light up. Do you have great listening skills? To listen to a lifetime's worth...

  • Mailing Assistant

    1 month ago


    Horncastle, United Kingdom Mortons Media Group Ltd Full time

    **Mailing Assistant.** **Main purpose of job**: To work as part of a team in the assistance of various mailing, packing and finishing equipment in processing customer orders ready for dispatch. Collating of papers and letters by hand and various other hand fulfilment as required. **Main Duties** - Folding and bagging of papers ready for mailing. -...


  • Horncastle, United Kingdom Chattertons Solicitors Full time

    **Job Title: Legal Support Assistant** **Hours of Work: 8.30am - 5.15pm Monday-Friday (38.75)** **Salary: National Minimum/Living Wage** **Location: Horncastle** We now have a vacancy at our Horncastle office for a Legal Support Assistant within our Document Production Team. Although this is a support role, we are proud of our track record of allowing...

  • Teaching Assistant

    7 days ago


    Horncastle, United Kingdom Horncastle Education Trust - Queen Elizabeth's Grammar School Horncastle LN9 5AD Full time

    **QUEEN ELIZABETH’S GRAMMAR SCHOOL** **TEACHING ASSISTANT** **Grade G3 SCP6** **Full-Time salary: £22,737 Actual Salary: £19,470** If you possess the skills above, have a positive attitude to working with young people on a one to one basis and are confident when giving instructions to large groups, we hope you will apply. A minimum qualification of...

  • Kitchen Assistant

    3 hours ago


    Horncastle, United Kingdom Tanglewood Care Services Full time

    **Kitchen Assistant - Tanglewood - Horncastle** Do you enjoy a busy environment? Do you want to push yourself to be the best? Do you want to grow within a team? Do you enjoy cooking but have never had the opportunity to begin a career in catering? This could be the next career move for you with all the support and training you require. Working in the care...


  • Horncastle, United Kingdom Teaching Personnel Full time

    Join our dedicated team as a Complex Needs Teaching Assistant in Horncastle, where you'll have the opportunity to inspire, support, and empower students with diverse learning requirements.As a Complex Needs Teaching Assistant, you'll work closely with a passionate team of educators to create an inclusive and nurturing environment for students facing various...


  • Horncastle, United Kingdom Medivet Group Ltd Full time

    **The role** Take your first step towards becoming an exceptional veterinary nurse by joining us as a Veterinary Care Assistant. You will share our values being trustworthy, caring and progressive, you’ll also take the initiative in providing high standards of care, ensuring we live true to our purpose of providing exceptional care, that’s always...


  • Horncastle, United Kingdom Horncastle Education Trust - Queen Elizabeth's Grammar School Horncastle LN9 5AD Full time

    **RECEPTIONIST/ADMINISTRATIVE ASSISTANT** **QUEEN ELIZABETH’S GRAMMAR SCHOOL** **Grade: G3 SCP6** **Full time salary: £22,737** **Actual salary: £7893** **Required for January 2024** We are seeking to appoint a permanent, part time Receptionist/Administrative Assistant during term time, for 15 hours per week and 39 weeks per year. As the first...