Job Location : Northallerton, UK
This Personal Assistant job in Northallerton provides opportunity to directly support Financial Advisers and help them provide excellent service to their clients
You will be joining a growing Financial Services firm with a national footprint. As a Personal Assistant, you will be a key point of contact for their clients and be responsible for organising client review meetings which take place at least once a year.
As part of the process of booking client meetings, you will also be undertaking some financial planning administration duties such as: checking / updating the client’s attitude to risk, preparing current investment reports and fund information, plus obtaining any new / missing information. Through creating effective meeting packs, it will enable the Financial Adviser to focus on providing excellent advice to clients.
You will also follow up to check what actions need to be taken following the meeting and liaising with the other departments to ensure they are completed.
Personal Assistant Requirements
The Company
This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.
Personal Assistant Benefits
Locations
Northallerton
Salary : 26000 - 32000
Apply Now!