Personal Assistant

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

• You
  should have strong personal assistant experience
• Individuals
  with knowledge of financial planning processes, products and how a
  Financial Advisor operates, would be beneficial
• You
  should be motivated by the prospect of joining a growing business and the
  exciting change this brings

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

• Salary
  of £26,000 – £32,000
• Plus
  company benefits including 4x DIS, PMI, Group Income Protection, Employee
  Assistance programme, medicash, 5% pension, discretionary bonus and 28
  days holiday + bank holidays, rising up to 30 days
• Hybrid
  working with 60/40 split of office and home working
• 37.5
  hours per week
• Excellent
  career progression, with individual development plans shaped around your
  desired career path

Locations

Northallerton

Call us now on 0208 0044 154 or click Apply

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