IFA Secretary/sales support
- Location:
- City jobs
,
London jobs
- Salary:
- £22000 - £26500 per annum + benefits
- Company:
- Taylor James Resourcing
- Job type:
- Permanent jobs
- Date posted:
- 06/11/2009 11:31
- Job id:
- 45877092
- Contact:
- Jeff Carr
- Ref:
- Totaljobs/jc/ifasec
A secretarial role, based in the City, to provide efficient secretarial support to senior Wealth Management Consultant for a major Investment Group, duties including audio typing of reports and letters, filing and management of diary.
You will have typing of 55wpm, experience within a financial environment or IFA and good ms office skills.
Ensure consistent and efficient use of back office systems, including 1st Software.
Prioritisation of day-to-day work with a minimum of supervision.
To assist Regional Director/Divisional Director in ensuring that branch office records are maintained in accordance with company's compliance procedures.
To adhere to the company's operational procedures and processes at all times
