Executive Assistant
other jobs Capio Recruitment Financial Planning
Added before 5 Days
- England,West Midlands,Wolverhampton
- Full Time, Permanent
- £30,000 per annum
Job Description:
Job Title: Executive Assistant – Financial Planning
Salary: From £30,000
Location: Wolverhampton
We have an exciting vacancy for an Executive Assistant to join a close-knit and hardworking, boutique financial planning firm within the West Midlands.
You will be responsible for supporting advisors in generating review letters, submitting new business and preparing documentation, answering client queries, handling client information, managing advisor calendars and coordinating travel all whilst working to a high level of accuracy.
The ideal candidate will have previous experiences as an EA/PA or Administrator within Financial Services. On offer is employer pension scheme, discretionary bonus scheme, PHI, PMI Cash Plan, 25 days holiday + bank holidays and an early finish on a Friday!
The Required Skills:
*Experience working as an EA/PA or Administrator within a Financial Planning capacity
*High level of attention to detail and accuracy in work
*Proficient using Microsoft Office
*Excellent customer service skills
*Team Player
If you are interested in hearing more about this position, please get in touch with us at Capio.
Salary: From £30,000
Location: Wolverhampton
We have an exciting vacancy for an Executive Assistant to join a close-knit and hardworking, boutique financial planning firm within the West Midlands.
You will be responsible for supporting advisors in generating review letters, submitting new business and preparing documentation, answering client queries, handling client information, managing advisor calendars and coordinating travel all whilst working to a high level of accuracy.
The ideal candidate will have previous experiences as an EA/PA or Administrator within Financial Services. On offer is employer pension scheme, discretionary bonus scheme, PHI, PMI Cash Plan, 25 days holiday + bank holidays and an early finish on a Friday!
The Required Skills:
*Experience working as an EA/PA or Administrator within a Financial Planning capacity
*High level of attention to detail and accuracy in work
*Proficient using Microsoft Office
*Excellent customer service skills
*Team Player
If you are interested in hearing more about this position, please get in touch with us at Capio.
Job number 3605175
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