Senior Personal Assistant (PA) - c£32k + Bonus + EXCELLENT Benefits (SEE BELOW)
* PERMANANT ROLE
* IDEALLY HAVE FINANCIAL SERVICES BACKGROUNDS
* ESTABLISHED GROWING BUSINESS
* EXCELLENT CAREER PROGRESSION
Our client is a leader in their field and now have an exciting site based role supporting experienced Client Managers. The role will see you working closely with the Administration Manager and established team of Administrators to provide an integral function to the wider team.
Duties and Responsibilities
* Providing proactive and dedicated assistance to Advisers
* Managing Adviser’s diaries and arranging client meetings
* Contacting clients by telephone / email / Portal to ensure that the processing of their advice in not held up
* Liaising with internal and external stakeholders, such as providers, to chase outstanding requirements
* Preparing meeting packs and papers and ensuring they are ready for client appointments Processing new business.
* Keying Illustrations, projections and Valuations.
* Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding.
* To comply at all times with the Compliance and Training and Competence Procedures of the Company.
* Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales.
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