You will be an integral member of our client services support team. It is an interesting and varied role which will develop quickly for someone with ability and a great attitude. This is a fantastic opportunity where you will have a real impact to the growing success of our business.
We provide trusted, professional Financial Planning services for discerning and appreciative clients. We are leading technical analysts and highly respected advisers on pensions, investment, tax and wealth management matters. We are passionate about our services and we are now seeking an enthusiastic Personal Administrative Assistant ideally with financial services or bookkeeping/accountancy experience.
Your challenge will be to provide a first class administrative support to the business so that our Chartered Financial Planners are organised, informed and prepared to perform effectively. We have demanding professional standards and your contribution to the business will be critical. You will be recognised for your achievements, initiative and commitment via a competitive package.
You will have a pro-active and positive nature combined with excellent communication skills. You are time focused and have thoroughness in accomplishing a task. You demonstrate the ability to clearly express yourself in writing, using appropriate grammar. You are a natural forward planner who is flexible and constantly striving to implement improvements. You will be IT literate and enjoy working with numbers and databases since our client management system is both complex and an integral element of our business operation.
You naturally establish rapport with senior executives and wealthy individuals, and have well developed skills in the MS Office suite. You achieve agreed outcomes without supervision and work to demanding deadlines.
This role will suit someone who will enjoy a role requiring a breadth of knowledge encompassing a wide range of financial matters. Equally, you enjoy working within a friendly, high achieving, committed and passionate team.
We are looking to make an early selection, so to be considered please ‘Apply Now’.