• Location:


  • Sector:

    Office Services

  • Job type:


  • Salary:


  • Contact:

    Lisa Moore

  • Contact email:

  • Job ref:


  • Published:

    6 months ago

  • Expiry date:



Permanent, Liverpool

Highly Competitive Salary

We are currently recruiting for a Secretary to join a leading Wealth Management firm based in Liverpool City Centre. Offering a competitive salary and comprehensive benefits package, this is a full-time permanent position. Ideally we are looking for someone with a background in financial services, and knowledge of FCA regulations.

Duties will include:

  • Audio typing
  • Producing typed documents
  • Providing administrative support
  • Ensuring client paperwork and files are accurate, complete and accessible
  • Upholding client and data confidentiality at all times
  • Preparation of client meeting packs
  • Making arrangements with internal and external contacts, for meetings and other engagements including travel arrangements
  • Manage Outlook calendars
  • Send portfolio valuations and type letters to clients
  • Taking telephone messages, dealing politely with caller enquiries and responding with appropriate action, where possible

Experience and Skills:

  • Secretary
  • Audio typing
  • Financial Services, Wealth Management or Investment

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.