Personal Assistant

£30,000 - £33,000 (Pro rata) per annum dep. on exp. + free onsite parking

Solihull (Blythe Valley Business Park)

Monday to Friday, 08.30 - 5.00 (will consider Part time or full time applicants)

We're seeking an experienced PA to support the IFA in a new Wealth Management practice. We are seeking someone who enjoys meeting Clients, who has a bright disposition, is well presented and with excellent communication skills

We need someone with lots of initiative, who can think ahead and anticipate responses as well as being able to work efficiently without supervision. The role would ideally suit someone who has experience of being in a supportive role within a regulated environment such as Financial Services or banking or legal...

• Preparing for Client visits, pre meeting and post meeting administration
• A good deal of audio and copy typing
• Organising client events from start to finish
• Sending prospect letters and carrying out marketing activities
• New business submissions, ordering valuations of pensions and investments

If you have worked in a similar environment, have excellent I.T. skills as well as being very competent in Microsoft, audio and copy typing and feel you could add to the start-up of this exciting new venture

We are totally committed to customer service and the principles of diversity in the workplace.