Administrative Support Specialist

7 days ago

Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full time
{"title": "Personal Assistant Opportunity", "content": "Job Summary

We are seeking a highly organized and detail-oriented Personal Assistant to support our Financial Advisers in providing exceptional service to their clients.

As a key member of our team, you will be responsible for organizing client review meetings, undertaking financial planning administration duties, and creating effective meeting packs to enable our Financial Advisers to focus on providing excellent advice to clients.

Key Responsibilities
  • Organize client review meetings and ensure all necessary information is gathered and prepared.
  • Undertake financial planning administration duties, including checking and updating client attitude to risk, preparing current investment reports, and obtaining new or missing information.
  • Create effective meeting packs to support our Financial Advisers in providing excellent advice to clients.
  • Follow up with clients to ensure all actions are completed and liaise with other departments as necessary.
Requirements
  • Strong personal assistant experience with a focus on financial services.
  • Knowledge of financial planning processes, products, and how a Financial Advisor operates is beneficial.
  • Motivated by the prospect of joining a growing business and contributing to its success.
About the Company

Our company is a leading IFA firm with a strong reputation in the industry. We are currently undergoing a rapid growth phase, with £4.5bn of AuM, and are seeking talented individuals to join our team.

Benefits
  • Competitive salary of £26,000 - £32,000.
  • Company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension, discretionary bonus, and 28 days holiday + bank holidays.
  • Hybrid working arrangement with 60/40 split of office and home working.
  • 37.5 hours per week.
  • Excellent career progression opportunities with individual development plans shaped around your desired career path.
", "lang_code": "en-US"}

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