We are looking for a professional and adaptable Personal Assistant to join the existing small team at Fortem working within the Financial Advice industry and be part of the growth of the company moving forward. You will be primarily managing the work generated by the Managing Partner of the business and offering support as required to the Operations Director. The Role: Personal Assistant You will be working with the Directors in all aspects of business operations including: Diary management Arranging appointments and booking travel where necessary First point of contact for all Managing Partner client enquiries and communications by telephone and email Preparing letters, presentations and reports Managing the Partner's inbox managing emails, delegated actions, activities, deadlines and reminders. Ensuring client information is recorded accurately in the CRM Dealing with third parties on a daily basis Help with Company Event management such as client seminars The Person: This is an interesting and challenging role that would suit a confident, numerate, highly organised and professional individual who enjoys using their initiative and who has a 'can do’ working style. Previous experience in a PA role is preferred although this would suit an existing Administration Assistant looking for their next step. Experience in a regulated environment would be advantageous but not essential as full training will be given. Knowledge of relevant FCA regulations would be very useful You have exceptional communication skills - both verbal and written An excellent eye for detail and good IT skills Strong problem-solving skills You are a self-starter and able to work with little or no supervision You can manage your time effectively with the ability to multi-task You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion. There is 20 days holiday plus all Bank Holidays, Laptop, Death in Service and Company Pension Scheme. Fortem Financial Management is a Senior Partner Practice of St. James’s Place plc (SJP) a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that we will conduct a standard Financial and Identity check on any candidates who are offered a role within the Practice.