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Personal Assistant / IFA Administrator

Recruit UKCity of London
On-site Full-time £25K/yr - £25K/yr

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Experience Level

Mid to Senior

Qualifications

Key Skills and Experience Required:A robust educational background, with a minimum of A-LevelsAt least 1 year of experience in an Office Assistant, PA, or IFA Administrator roleExperience within an IFA environment is a plusFamiliarity with Intelligent Office and Volume software is desirableA high level of proficiency in Microsoft Office applications (Outlook, Word, and Excel)Excellent written and verbal communication skillsA strong client-service orientation with a commitment to delivering exceptional customer serviceConfident and articulate communicator with a proactive and enthusiastic approachStrong organizational and prioritization abilities, with meticulous attention to detailAble to work effectively under pressure and adapt to changing priorities

About the job

Are you a dynamic and detail-oriented financial services professional seeking your next career move? Do you pride yourself on your adaptability and self-motivation? If you possess exceptional time management skills and enjoy overseeing your own and others' schedules, then this opportunity is perfect for you.

Recruit UK is thrilled to present a fantastic opening for a Personal Assistant / IFA Administrator in the heart of London, at a prestigious boutique Chartered Independent Financial Advisor (IFA).

This firm specializes in providing tailored and comprehensive advice to ultra-high-net-worth clients and has achieved the esteemed Chartered Financial Planner status—recognized as the gold standard in the industry. They are experiencing continued growth and are eager to welcome a new team member who excels in administrative tasks, time management, relationship-building, and can thrive in a dynamic environment.

Ranked among the Top 100 UK IFAs, this company is highly regarded by its employees, having received accolades for being one of the best workplaces in the industry. Don’t miss out on the chance to join a passionate team where you can truly enjoy your work.

About Recruit UK

Recruit UK is a leading recruitment agency specializing in connecting talented professionals with exceptional career opportunities in the financial services sector. Our client, a boutique Chartered IFA, is recognized for its commitment to delivering high-quality, bespoke financial advice to its ultra-high-net-worth clientele.

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