Personal Assistant Administrator - Pure Resourcing Solutions : Job Details

Personal Assistant Administrator Ipswich Outskirts (A12 Corridor) £28,000+ Bonus Monday-Friday 9-5pmPure are delighted to be recruiting a personal assistant administrator for an established wealth management business. The ideal candidate would have previous experience in a similar environment. This role would be suitable for candidates who are looking to path out a career within financial services. Please get in touch if you would like to discuss this further and find out more about the organisation. Key Responsibilities: 

• Pension, Investment and Protection research  

• Preparing Discussion Documents for Financial Advisor Meetings 

• Pre-Submission Process  

• Producing Reports 

• Arranging Advisor's Diaries

• Arranging Annual Reviews 

• Running Advisor's back-office system 

• Meeting & greeting clients for advisors
• Point of contact for clients for self-employed advisor 

Key Skills

• Ability to work under pressure 

• Fast learner 

• Meticulous attention to detail 

• Problem solver 

• Excellent Time Management 

• Very comfortable with numbers  

• Good telephone manner 

• Desire to learn, develop and progress in Financial Services 

Qualifications

• GCSE A or B in Maths (essential) 

• Strong A Levels or recent graduate ideally in maths or sciences- Desirable

• Must be a car driver