Financial Services PA

We are proud to be working with a dynamic and forward-thinking local business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Financial Services PA to join them and play a pivotal role in their busy and modern Newton Abbot branch. So, if you want to become part of an expanding business who value their staff and offer development opportunities plus have a great working environment and company culture, read on!

Job Title: Financial Services PA

Location: Newton Abbot

Salary: �27,00-�30,000 per annum DOE

Hours: Full time 37.5 hours, 08.45am-5.15pm, Monday to Friday - however they can offer some flexibility on hours for the right candidate

Benefits: 25 days holiday plus Bank Holidays, annual company bonus - up to 4% of salary, pension scheme - 3 x salary, death in service, employee wellbeing, company sports team, modern office with great amenities and facilities, dress down Fridays, free parking and more!

The Company: A dynamic and forward thinking financial services company based in the heart of Devon, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management.

They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention.

The Role: Working within the Wealth Management team, as the Financial Services PA you will be responsible for providing a high-quality level of administrative support to two Financial Consultants, servicing the clients, and covering a range of duties.

Using your excellent attention to detail and organisational skills, your duties will include being the first port of call for clients, assisting them with any administration queries, diary management for the financial consultants, formatting and preparing documents for meetings, client phone calls and correspondence, assisting with new business applications and client reviews, all the while ensuring responsibilities are all carried out in a timely and professional manner.

Key Duties:

• Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
• Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
• Liaise with clients on any administration queries they may have
• Manage client service needs and client expectations to ensure client satisfaction
• Ensure action points resulting from client meetings get diarised and dealt with
• Preparation of meeting packs, to include new business for signing up
• Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
• Organise client review meetings as per the company process as required
• Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
• Ensure follow up letters are sent in a timely manner
• Maintenance of client records
• General administrative support

About you:

• Previous administration experience ideally gained in a regulated industry such as financial services, legal, accountancy, property
• Accuracy and strong attention for detail
• Excellent organisational and time management
• The ability to work under pressure and prioritise
• Excellent communication, both verbal and written
• Competent IT user
• A positive and proactive approach to work and a desire to help and support the wider team
• Calm and considered outlook in approach to problem solving

This company is happy to offer the successful candidate the opportunity to learn and grow within the financial services industry should they find themselves thriving in the role - a great opportunity that is not to be missed!

To Apply: If this role is of interest to you then please apply online, send your CV to (url removed) or call Vicky on (phone number removed)

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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