PA to Financial Director

  • Location


  • Sector:

    HR, PA & Secretarial

  • Job type:


  • Salary:

    £25000 - £30000 per annum, Benefits: 21 days holiday, Group Life Assurance, Pension Contribution, Group Income Protection

  • Contact:

    Jess Hoggins

  • Contact email:

  • Contact phone:


  • Job ref:


  • Published:

    almost 2 years ago

  • Duration:

    12 Months

  • Expiry date:


  • Start date:


PA to Financial Director
12-Month Maternity Cover

Do you enjoy providing PA support to Senior Management Team?

Do you have experience working within the Financial Services sector?

Yes? Then this may be the role for you….

CMD are delighted to be working with a well-known Independent Financial Services organisation who are looking for a PA to support the Financial Director, on a 12-month contract.

This is a varied role, where you will be tasked with, but not limited to:
  • Dealing with any telephone/email enquiries from clients and providers.
  • Arranging meetings, booking appointments and managing the director’s busy diary
  • Submitting new business – this will include online mortgage applications, protection, investment and pension cases.
  • Liaising with product providers/mortgage lenders
  • Typing up various documents and electronic information.
  • Managing, organising and updating relevant data using database applications.

To be successful in this fantastic position, you, amongst other skills and qualities will:
  • Have previous experience working within Financial Services or an IFA Practise.
  • Have knowledge and understanding of Mortgages and Protection with experience in online processing.
  • Have experience using CRM databases.
  • Have excellent attention to detail, as well as a fast typing speed.
  • Be confident and professional in both manner and appearance.

This is a fantastic opportunity to be working for a well-known and well-established Independent Financial Services organisation.

To be considered for this opportunity, please send in your CV or give us a call today!