Our client, an established Merchant Bank with presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit an experienced PA to work alongside the IFA support team in Cheshire.
As part of a new division offering an established and successful investment platform to clients via the IFA market, the role will involve providing a comprehensive level of support to the firm’s advisers and technical support function. There will include a range of administrative duties, some client contact and providing cover on the telephones as necessary.
Whilst training will be provided those with prior experience of dealing with financial advisers will be at an advantage. It is also likely that applicants will be comfortable with the regulatory framework of companies in this market and have a sound understanding of FSA rules. This is a fantastic opportunity to join an organisation that not only is performing well in difficult market conditions, but also offers a genuinely supportive and friendly team environment.
The role offers a competitive basic salary and benefits package to attract the highest quality candidates.
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Director - Aeon Financial Services, Rotherham