Wealth Assistant & Personal Assistant

Key Responsibilities: Deliver exceptional administrative and personal assistant support to the practice. Act as a key point of contact in a client-facing role, maintaining a friendly, professional manner and a smart, well-groomed appearance. Manage day-to-day financial planning administration efficiently. Requirements: Essential previous experience as a Personal Assistant (PA). Required experience in financial planning administration. Professional, well-spoken, and highly organized with strong … This vacancy is listed on Adzuna. Read the full advert and apply there; Insly does not receive applications for it.