Due to continued growth our client is looking to recruit a PA to assist one of their Financial Advisors within their Lincoln based Wealth Management Company.
Previous experience within a similar role for a financial services or wealth management company is essential.
You will be the first point of contact for the principal’s clients, dealing with them via the phone and email. Therefore, it is essential you have professional and confident communication skills.
Knowledge and experience:
- Previous experience in a PA role within financial services or wealth management
- Knowledge of relevant regulation and legislation
- Experience of setting up and maintaining systems, processes, and procedures
- Experienced in using industry CRM system.
- Working towards Level 4 diploma an advantage.
Personal Qualities:
- Excellent face-to-face and telephone skills and ability to build rapport.
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
- Good organisation skills
- Keen eye for detail
- Manages time effectively with the ability to multi-task.
- Keeps calm when faced with conflicting demands and handles these effectively.
- Demonstrates a positive attitude at all times.
- Works well on own tasks as well as on shared goals as part of a team
- Open to change with a creative approach to problem solving.
- Happy working within a small team.
In return you will be working for a highly successful Wealth Management Practice that has experienced year on year growth since it was established. Their prestigious offices are located in uphill Lincoln with free parking.
Hours are 35 hours per week within the hours of 08.30 – 18:00 M-F (with some flexibility)
Salary £25,000pa to £28,000pa
Career progression and the option to take advantage of paid qualifications is also available.