PA Support

Kelly Services
07 Sep 2017
23 Sep 2017
Contract Type
Full Time
Job Title: PA Support
Contract: Permanent
Salary: Competitive
Location: Bromsgrove
Division: Finance

A little bit about the company you could potentially be working for -
My client is one of the largest and best in the UK at financial planning and smart investments.
This is a fantastic opportunity to build on your current experience and grow within an organisation that is improving day by day.
If you would like a chance to progress and really start to build your career then this could be the opportunity you've been looking for.

Job Details / Responsibilities -
To provide efficient administrative support to a number of IFAs.
Preparation of correspondence including letters, emails (including mail merges for group correspondence)
To be a point of contact for clients, life offices and members of the business
Maintenance of all administration systems, ensuring that all client data is accurate and up to date.
Maintenance of diary management system, ensuring that daily workflow is completed in line with SLA's
Ensure appropriate documentation is scanned and attached to the relevant client records
Prepare new business and review packs for IFA client meetings
Obtain research when requested for protection and annuity products
Obtain illustrations for products from Providers either on-line or over the telephone
Deal with fund switches and surrenders using SLA's and compliance guidelines
Obtain valuations/details on existing policies, ensuring administration system is updated accurately
121 meetings with individual IFA's (including the dictation of Financial Planning Reports in line with Company guidelines)
Attach post to relevant client records and deal with any urgent mail within SLA's
Any other reasonable request made by a Director/Manager of the business
Deliver research when requested using IRESS exchange (Portal system) for protection and annuity products.

Skills you should have to succeed -
Minimum of 12 months experience within a similar role
Effective organisational and planning skills
Able to work to deadlines
Experienced using Microsoft Word and Excel
Excellent interpersonal and communication skills
Must have a keen eye for detail
Willing to learn and develop
Work as part of a shift rota pattern of 8am - 4pm, 9am - 5pm, 10am - 6pm

For your opportunity to join a fantastic organisation click 'apply' now or for more information please call Sapphire at Kelly Services.

"Kelly Services are an Equal Opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Kelly Services and are acting as an Employment Business in relation to this role.'

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