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PA to Director

  • Location: Exeter
  • Salary: £23000 - £25000 per annum
  • Job Type: Permanent
  • Date Posted: 26/02/2019


Our successful client based on the outskirts of Exeter are looking to recruit a full time permanent PA to Director. Working in modern offices within a small friendly team, you will certainly feel the warm welcome.

Your main duties include

To provide both clerical and administrative support to a Director
* Deal with telephone / email enquiries from clients and providers.
* Arrange meetings / book appointment, manage a busy diary
* Submit new business, to include online mortgage applications, protection, investment and pension cases.
* Liaise with product providers / mortgage lenders
* Attend meetings as and when required.
* Maintain a computerised customer database.
* Type up various documents and electronic information.
* Manage, organise and update relevant data using database applications

You will posses the following skills

* Have a professional appearance and confident manner.
* Be able to display excellent written and oral communication skills.
* Have accurate Data Input skills
* Have a methodical and organised approach.
* Be computer literate with accurate typing skills.
* Have excellent attention to detail.
* Be able to use their own initiative and sometimes work independently.
* Have excellent IT skills and knowledge of Microsoft Office applications to include Word, Excel and Outlook and 3rd party provider software.
* Comply at all times with the firm's Compliance; Training & Competence; Complaints and Data Security policies / procedures.
* Ensure that the firm's clients are treated fairly at all times.

Qualifications and experience

* Previous experience in financial services essential, preferably within an IFA practice.
* Mortgage and Protection knowledge and online processing experience preferred.
* Qualified to 'A' level standard, although not essential.
* Experience working with CRM database software (Intelliflo)
* Excellent typing speeds.
* Attention to detail is a must.


* A competitive salary depending on skills and experience
* 21 days holiday
* Group Life Assurance
* Pension Contribution
* Group Income Protection

Something to get your teeth into!
If you feel this role is for you please email across your CV to kelly.wand@pertemps.co.uk [1], or contact Kelly on 01392 826058

[1] mailto:kelly.wand@pertemps.co.uk


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