Financial administrator/personal assistant Work, Jobs in Hackthorn, Lin (with Salaries)

Financial Administrator/Personal Assistant
Parks Wealth Management Ltd —Louth
- £25,000 - £27,500 a year
- Part-time
- Microsoft Outlook
- Microsoft Office
- Organisational skills
Quick apply
9d

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Financial Administrator/Personal Assistant
Parks Wealth Management Ltd —Louth
At least 2 years’ experience in the financial services sector. Experience Required:* Minimum 2 years’ experience in financial services.
£25,000 - £27,500 a year
Quick apply
9d
Business Services Assistant
Duncan & Toplis —Melton Mowbray
May be part-qualified in AAT - either by qualifications or experience, formal training, including on-the-job training, will be provided.

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Financial Administrator/Personal Assistant

Parks Wealth Management Ltd
Louth

Quick apply

Job details

Part-time | Full-time
£25,000 - £27,500 a year
9 days ago

Benefits

Company pension

Qualifications

Financial planning
Microsoft Outlook
Microsoft Office
Organisational skills
Financial services

Full job description

Financial Administrator/Personal Assistant (Full time/Part-Time – 4 Days per Week)

Parks Wealth Management (PWM) is looking for an experienced Financial Administrator/Personal Assistant to provide high-quality administrative support to advisers in a professional financial services environment.

Location: Split across multiple Louth locations

Salary: £25,000-£27,500 per annum + bonus, dependent on experience
Experience Required: Minimum 2 years’ experience in financial services

Key Responsibilities

Day-to-day administration: post, scanning and data input
Diary and appointment management (Outlook)
Producing client meeting packs, including SJP and non-SJP valuations
Maintaining accurate client records across CRM systems (Salesforce) and physical files
Preparing and chasing Letters of Authority and provider information
Updating Confidential Financial Reviews and compiling notes from the Adviser
Drafting client correspondence (meeting confirmations, post-meeting and ongoing service letters)
Preparing documentation for adviser sign-up packs in line with internal processes

About You

At least 2 years’ experience in the financial services sector
Highly organised, detail-focused and professional
Ability to build effective working relationships with colleagues, clients and third parties
Comfortable working across multiple office locations
Reliable transportation is mandatory for this role
Ability to clear a background check
Familiarity with office management systems and procedures
Proficiency in using office software (e.g., Microsoft Office, Salesforce)
Ability to handle sensitive information with discretion and maintain confidentiality.

Pay: £25,000.00-£27,500.00 per year

Benefits:

Company pension

Work Location: In person

Quick apply

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