PA- Bath- Permanent and a 12 month FTC

  • Employed
  • "Bath"

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, quote reference 11726

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