Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
 
   
 
   
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PA to Director - Wealth Management
Salary Area Job Ref Consultant Sector
to c£28,000 + benefits Derbyshire AL790 Angela Liscombe PA and Secretarial

Description

PA to the Director – Wealth Management

Near Derby (our Ref AL790)

Salary c£18,000 - £28,000 + benefits

 

My client is a very well established wealth management organisation offering pensions, investments and taxation advice to private and corporate clients.  Due to continued growth, they have an exciting new vacancy for an experienced PA to join their team, and to work closely with the Director.

 

The organisation deals with a range of clients, including a number of High Net Worth individuals and so they are looking for a PA who can professionally and confidently represent the company,  when meeting clients.

 

The role will be varied, and will involve diary management, marketing, client queries, building and maintaining client relationships, handling the administration involved with client files and business proposals, preparing paperwork for meetings, ensuring the office runs smoothly and efficiently in terms of its’ presentation and stocking levels, and keeping the Director fully informed at all times.

 

The ideal person:

Organised and able to manage workflow

Confident, well presented and professional

IT literate

Good standard of numeracy and literacy, working accurately at all times

Knowledge of the financial services / wealth management industry is desirable

 

The Offering

A varied and interesting role

Support for industry qualifications if desired

Competitive salary and benefits

Possible flexibility in working hours

A professional and friendly working environment

 

 

If this role is of interest, then please apply in confidence with an up to date CV or contact Angela Liscombe at North Oak Recruitment for a discussion.


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.