Director role in Accounting and Finance Consulting practice. Overseeing financial planning, analysis, and client relationship management in a fast - paced setting.
NI
Hybrid Personal Assistant, e‑communication, Financial Planning, Proposals
Posted 3 weeks ago
About the role
- Personal Assistant supporting in e-communication, financial planning, and offer management at Next Generation Insurances. Role includes organizing, email management, and financial tasks remotely.
Responsibilities
- Sort, respond to, and archive incoming email
- Prepare proposals/quotes
- Financial planning using Google Sheets
- Schedule appointments and monitor activities in the CRM
Requirements
- IHK qualification as an Insurance and Finance Clerk OR demonstrable experience in insurance and finance
- Knowledge of the main types of insurance coverage
- Willingness to learn
Benefits
- A strong learning curve in finance, taxes, wealth management, and insurance that will benefit you for life
- 100% remote
- Opportunity to become a partner
- Training and development opportunities
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