Personal Assistant to Financial Adviser
1 week ago
**Forbes Financial Ltd is a Principal Partner Practice of St. James's Place Wealth Management.**
We are a _small and friendly team_ looking for a **Permanent Full time PA** to join our company in Tunbridge Wells.
**Forbes Financial** advise **retail** clients and small businesses. We are an Appointed Representative of St. James's Place a FTSE 100 company.
Salary + Pension + Bonus = £25,000 pa 30 hours per week
**Skills and Abilities**
- Excellent **face to face and telephone manner -** w_ith ability to build rapport swiftly with our clients
- Team player -_**great communicator to team members required as role interlinks with practice work**
- Good organisational skills and **time management**_
- Demonstrate **cheerful outlook**_
**Description of role to _support_ Financial Adviser**
- Diary Management for both **business and personal meetings**:
- **Manage** Daily post into the Practice
- Answer incoming calls
- Manage travel bookings
- **Consulting** with marketing companies regarding marketing strategies
- Organise client events
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