PA to Partner of Wealth Management Firm

A leading financial management company is looking for PA to one of the Principle Partners. This role is brilliant and you can really hit the ground running.

Duties will include:

• Diary Management
• Preparing for client meetings and liaising with clients
• Liaising with third party providers for information on client’s existing plans
• Monitoring client servicing and administration processes to ensure effective delivery of work
• The ability to manage conflicting demands in a calm, friendly and non-judgmental manner

The candidate must have at least 2 years PA/Office experience within Wealth Management Financial Services and ideally a solid knowledge of basic financial products. A good knowledge of Microsoft Office is also a bonus. If this sounds like you, send your CV now!

*** Joyce Guiness as an agency are unable to respond to the high volume of applications. If you are already registered with Joyce Guiness, please do not hesitate to contact your consultant directly ***