Ifa Personal Assistant - Horncastle, United Kingdom - Horncastle Recruitment

Horncastle Recruitment
Horncastle Recruitment
Verified Company
Horncastle, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Job Title:
IFA Personal Assistant

Location:
Horncastle


Job Type:
Full-time


Salary:
Based on experience


Are you an IFA Administrator/Personal Assistant with experience working on a 1-2-1 basis with a Financial Adviser or group of wealth management executives.

My client is a local Independent Financial Advice firm advising clients across Lincolnshire. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, and some Protection.


My client is creating a brand-new role within the business for an established Financial Administrator/Personal Assistant with a background in financial services or similar.

The role will be office based and supporting the MD with all her affairs and clients. This will be a mix of IFA Administration and Personal Assistant duties.

My client can offer a very secure and rewarding role, with an excellent benefits package including pensions, death in service and attractive earning potential.


Required work experience/skills:


  • Previous experience in a Personal Assistant role within is preferable but not essential
  • Some understanding of basic financial terms

Successful applicant will have the following skills:

  • Accurate & efficient
  • Team player, eager to learn and develop professionally
  • Highly organised with excellent attention to detail
  • Proactive and responsible
  • Excellent communication skills both verbally and written


If you are a good team player with the above skills, great attention to details, hard working with a passion to succeed.

Please send your CV with covering letter stating why you are the right person to fill this role.


Schedule:

  • 10 hour shift
  • Monday to Friday

Experience:

Personal Assistant: 1 year (preferred)

  • Financial industry: 1 year (preferred)

Work Location:
One location
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