My client is a leading Independent Financial Advisory firm based in Leeds, providing sound Financial Advice to both businesses and individuals surrounding Pensions, Investments, Retirement / Estate planning.
We urgently require a PA to support the Directors of the business. You will be responsible for:
Managing the directors diary to a professional standard.
Monitoring the accounts for the business such as the sales and purchases day books and chasing any outstanding commissions due to us.
Helping the Director with any FCA communication.
Creating client packs for the director to take out such as new business or annual reviews, filling in the relevant paperwork and processing transfers of pensions.
Being the first point of contact for the directors clients with a friendly yet professional approach.
Chasing any outstanding cases for the director and dealing with any issues that arise, such as if paperwork wasn’t filled in correctly.
Managing the directors and the overall company email accounts on a daily basis.
We require someone with great organisational skills, with experience working within an Administration environment, ideally with previous experience working as a PA. It would be ideal and to your advantage if you have experience within the Financial Services or Financial Advice industry, or have any knowledge of Investments and/or pensions.
VACANCY DETAILS
Location:
Leeds CLOSING DATE
Feb 30 If you would like to apply for this vacancy, please upload your CV to Lime using the form below. Vacancy Application We would love to hear from you! Please fill out this form and we will get in touch with you shortly.
#J-18808-Ljbffr
Location:
Leeds CLOSING DATE
Feb 30 If you would like to apply for this vacancy, please upload your CV to Lime using the form below. Vacancy Application We would love to hear from you! Please fill out this form and we will get in touch with you shortly.
#J-18808-Ljbffr
