recruitukltd Salary: £25,000 - £35,000
Recruit Uk are working on an excellent opportunity with our client who is a leading specialist within Wealth Management, Employee Benefits and Insurance Services firm in Bath. Due to expansion, and maternity they are now looking to take on a full time PA and 12 month fixed term contract.
Your main duties and responsibilities will consist of but not be limited to:
- Handle all incoming calls/emails in a professional and efficient manner
- Managing customer queries
- Working closely with the financial adviser and manage their diary
- Prepare letters
- Preparing basic reports using templated letters
- Processing new business
- AML checks
To be successful in this role you need to be determined, hard working and fairly self-sufficient. You will need to have previous experience of supporting financial advisers
This role would suit a current paraplanner/compliance professional who has file checking experience.
For more information regarding this role please contact Louise Bibb on 01179170416 or email Louise.firstname.lastname@example.org, quote reference 11726