PA/Administrator (Wealth Management)

This role would suit an individual who is highly motivated, professional, friendly with an enthusiastic and positive attitude, who has strong administrative skills.
Have excellent computer skills, and be able to work protectively to achieve objectives, as well as maintaining a professional image for the practice at all times.

As Office Manager/PA you would be providing full administrative support to the Principal Partner. Your role would be to offer the welcoming, efficient, professional and effective service possible with extremely high focus on quality, attention to detail and accuracy.

Essential skills are

•MS Office – Word/Excel/Outlook proficient and CRM
•Excellent numeracy skills with close attention to detail
•Excellent organisational and communication skills
•Ability to work to deadlines and prioritise workload efficiently and effectively
•Proven client service skills, able to be the first point of contact on occasions
•Able to demonstrate an adaptable/flexible approach to work
•Ability to work unsupervised with a level of self-motivation
•High levels of integrity, handling confidential information and sensitive matters in a professional manner at all times

My Client is located in Lincoln Centre, the position is part time Monday to Friday 9.30-2.30 with an excellent pro rota salary .

If you have the skill set for this position and it sounds interesting please call Caroline 01522 848333

Job Reference





Caroline Allton

"Very good agency with friendly staff and no messing about.. Got me a great job that lead to a contract. I would recommend reflect recruitment to anyone looking for work."

- Client Review

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