An IFA firm based in the heart of Bath which provides holistic whole of market financial planning advise is seeking is an IFA Administrator / PA to join their team.
On offer is a highly competitive salary and benefits package which includes PHI, DIS and company pensions scheme.
- Making client appointments
- Client financial portfolio valuations
- Answering the phone/taking messages
- Assisting clients with any queries
- Assisting the Personal Assistant
- Basic letters
- Dealing with basic product provider queries
- Relevant Administration experience within an IFA / Financial service environment
- Use of Plum would be preferred but not essential
- A basic knowledge of Microsoft packages i.e. Word, Outlook etc.
- A understanding of financial services is essential