PA/Finance Assistant
Based 5 days in the office - Barnet
Paying £35,000- £40,000 per annum
We are looking for a PA/Finance Assistant to join a Financial Planning company in Barnet. You will need to have experience in the finance industry and at providing first class administrative support.
Working from a high spec office with excellent transport links, we are looking for a full time individual with strong communication skills who is highly organised. This is a diverse role and will suit someone comfortable managing multiple tasks of different disciplines, including but not limited to:
- Assistance and working alongside the Managing Director completing administrative duties inc additional personal business ventures.
- Providing assistance with basic financial advice & admin where possible to new and existing client base
- Manage day to day office admin & management
Person specification:
- Previous admin/PA experience working for an Independent Financial Advisor services
- A basic understanding of life insurance policies, pensions and investments, and experience in liaising with insurance companies.
- You will be Tech Savy, IT Literate working across MS Excel & Powerpoint
- Methodical, organised and attention to detail personality
- Knowledge of Dynamic Planner and Inteliflo/ intelligent office would be beneficial.
- An appetite to business develop and contribute to growth
The role will ideally be worked 9:30am-5:30 Monday to Friday, but as with the relaxed culture there will always be flexibility.