Personal Assistant

PIA Wealth Management; Wolverhampton; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in financial services is seeking a Personal Assistant to support their Independent Financial Adviser. This full-time office-based role involves liaising with clients, conducting research, and ensuring compliance. Ideal for someone with strong organisational skills and financial services experience.

Qualifications

• Strong organisational and communication skills required.
• Prior experience in the financial services industry is essential.

Responsibilities

• Liaise with clients, handling queries and service requests.
• Conduct pre-business research to support financial planning.
• Prepare reports for new business and client meetings.

Skills

Organisational Skills

Communication Skills

Proactivity

Education

Experience in Financial Services

Tools

Intelliflo

Job description

2 days ago Be among the first 25 applicants

Job Title: Personal Assistant (Office-Based)

Employment Type: Full-Time

Salary: Competitive, based on experience

We are seeking a bright, enthusiastic, and highly organised Personal Assistant to join our busy administration team in Wolverhampton. This is a full-time, office-based role supporting a successful Independent Financial Adviser (IFA).

Key Responsibilities:

• Liaise with both new and existing clients, handling queries and service requests professionally.
• Conduct pre-business research to support financial planning and advice.
• Prepare reports for new business and client meetings.
• Assist in the arrangement and preparation of client review meetings.
• Process applications and documentation for life, pension, and investment products.
• Support compliance procedures and ensure accurate record-keeping.
• Communicate effectively with insurance providers and other third parties.
• Manage diaries and schedule appointments efficiently.

Ideal Candidate:

• Strong organisational and communication skills.
• Ability to work both independently using your own initiative and as part of a team.
• Prior experience in the financial services industry is essential.
• Proficiency with the Intelliflo back-office system is essential.
• Proactive, detail-oriented, and capable of managing multiple tasks simultaneously.

Join a friendly and dynamic team where your contributions make a direct impact on the success of the business. This is a fantastic opportunity for someone looking to develop their career in financial services.

To Apply: Please submit your CV and a brief cover letter detailing your suitability for the role to [e-mail]

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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