PA/Finance Assistant - Expiring soon!

Posted 12/07/2024 by Everpool Recruitment

Location:
Barnet
Salary/Rate:
£35,000 - £40,000/annum
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.
Type:
Permanent
Start Date:
11/07/2024
Contract Length:
N/A
Job Reference:
BH-4865
Job ID:
221994879

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