This Personal Assistant job in Northallerton provides opportunity to directly support Financial Advisers and help them provide excellent service to their clients
You will be joining a growing Financial Services firm with a national footprint. As a Personal Assistant, you will be a key point of contact for their clients and be responsible for organising client review meetings which take place at least once a year.
As part of the process of booking client meetings, you will also be undertaking some financial planning administration duties such as: checking / updating the client's attitude to risk, preparing current investment reports and fund information, plus obtaining any new / missing information. Through creating effective meeting packs, it will enable the Financial Adviser to focus on providing excellent advice to clients.
You will also follow up to check what actions need to be taken following the meeting and liaising with the other departments to ensure they are completed.
Personal Assistant Requirements
- You should have strong personal assistant experience
- Individuals with knowledge of financial planning processes, products and how a Financial Advisor operates, would be beneficial
- You should be motivated by the prospect of joining a growing business and the exciting change this brings
The Company
This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.
Personal Assistant Benefits
- Salary of £26,000 - £32,000
- Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension, discretionary bonus and 28 days holiday + bank holidays, rising up to 30 days
- Hybrid working with 60/40 split of office and home working
- 37.5 hours per week
- Excellent career progression, with individual development plans shaped around your desired career path
Locations
Northallerton