Financial Services PA (3 Month Contract)

  • Shortlist
Location STEVENAGE , Hertfordshire
Sector Financial Services
Salary £20,000 - £30,000 Per Annum
Type Temporary
Consultant Dan Gratton
Ref 47127

A well-established firm who are specialise in wealth management and financial planning. They advise across a range of products and cases and have a modern and forward-thinking outlook on the financial services sector.

The Opportunity: 

The role would involve providing a range of administrative support and back office assistance to a very experienced and progressive company director. You will have the opportunity to progress within the role and this would be perfect for someone who is in a financial planning firm already and looking to build on their knowledge and experience by taking the next step in their career.

The company are looking for someone initially on a 3-4 month contract, although this could develop into a permanent role if it is felt that the successful candidate can bring something to the team and work their way into the role in a professional and pro-active manner. 

What’s needed to be considered:

  • Progress towards the Level 4 Diploma qualified would be preferable
  • Experience within a financial planning firm would be advantageous
  • Able to have a good understanding of the Financial services industry 
  • Positive attitude and able to work well alongside a team.

Whats next? 

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job synonyms: IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support