I am currently looking for a PA to one Director to work for a friendly well established Financial company in Bath.
This is a maternity cover for one year.
You will receive a salary between £25-30,000 depending on experience and hours would be 9-5.30 Monday - Friday
You must have Previous experience in financial services essential, preferably within an IFA practice, working in an IFA with a knowledge of services that IFAs provide
You will work in a lovely office - and there are plenty of lovely cafes and restaurants where you can grab something nice to eat, location is not far from the train station.
This is a fantastic opportunity ! for the right person to make this job their own
Fantastic Benefits 21 days holiday, Group Life Assurance, Pension Contribution , Group Income Protection
To provide both clerical and administrative support to a Director.
Deal with telephone / email enquiries from clients and providers.
Arrange meetings / book appointment, manage a busy diary
Submit new business, to include online mortgage applications, protection, investment and pension cases
Liaise with product providers / mortgage lenders
Attend meetings as and when required.
Maintain a computerised customer database.
Type up various documents and electronic information.
Manage, organise and update relevant data using database applications.
As the PA you will have the following skills
Have a professional appearance and confident manner.
Be able to display excellent written and oral communication skills.
Have accurate Data Input skills
Have a methodical and organised approach.
Be computer literate with accurate typing skills.
Have excellent attention to detail.
Be able to use their own initiative and sometimes work independently.
Have excellent IT skills and knowledge of Microsoft Office applications to include Word, Excel and Outlook and 3rd party provider software.
Comply at all times with the firm's Compliance; Training & Competence; Complaints and Data Security policies / procedures.
Ensure that the firm's clients are treated fairly at all times.
Qualifications and experience
Mortgage and Protection knowledge and online processing experience preferred.
Experience working with CRM database software. Our CRM system is Intelliflo.
Excellent typing speeds.
Attention to detail a must.
If you are interested in applying for this maternity cover PA to Director then please send your CV to firstname.lastname@example.org
If you do not have a CV ready to send today and would like more information then please feel free to email me for a chat I look forward to hearing from you