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 wueries
  • 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 determind, hard workimg 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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