Pa and Administrator

2 weeks ago


Bristol, United Kingdom Aevum Wealth Management Full time

Financial Services PA and Administrator required for an Advising Partner in a National IFA Firm

Duties to include diary management, data inputting, policy liaison, quotation gathering, filing and record keeping

Previous experience working in the financial services industry is a prerequisite, as is a knowledge of pensions and investments, ideally gained in an IFA practice.

Full training on internal software and processes will be provided.

A confident and outgoing personality will also be beneficial within a lively and busy work environment.

Hours to be 10am
- 3pm Monday to Friday, with some discretion/flexibility where appropriate

**Benefits**:

- Flexible working hours
- Work from home opportunities

**Job Type**: Part-time
Part-time hours: 20 per week

**Salary**: £12.50 per hour

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Bristol, BS8 2SY: reliably commute or plan to relocate before starting work (required)

Reference ID: AWM101


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