Role: PA & Finance Assistant
Salary: £38,000-£45,000
Location: Barnet - North London
We are working with an expanding firm of financial advisers offering services across Pensions, Investments, Life Insurance, Mortgages, Wills & LPAs. Based in North London they are looking for a PA & Finance Assistant. Working from a high spec office with excellent transport links, they need a full time PA with strong communication skills who is highly organised.
What you will be doing:
- Working alongside the Managing Director completing administrative duties inc additional personal business venture
- Providing assistance with basic financial advice & admin where possible to new and existing client base
- Manage day to day office admin & management
- Create annual reviews and prepare packs for clients
- Assist with all invoicing and expenses
What we need from you:
- Previous admin/PA experience ideally in finance
- 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. Please apply today to be considered for interview. Please note only succesful applicants will be contacted.