Our client is looking for a PA to join their successful team in Horsham, Sussex. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £35k with benefits, depending on experience. Specific Activities Include: - Diary and inbox management - Weekly stats – meetings to be uploaded to CRM and KPI platforms - Client servicing: compliance, servicing and scheduling reviews - Prospect servicing – - Booking in 2nd/3rd/4th meetings - Actioning any tasks on back of info received - Admin duties: LOA Recommendations, Business Register - Meeting packs – - Complete a basic voyant and include expenditure questionnaire - Add investment funds to analytics - Ensuring accuracy and consistency of reports - Developing a training programme with Managing Director to identify key skills gaps and training needs for all members - Liaising with team to arrange training - Conduct regular spot checks on file notes to ensure quality and consistency - Review length of time for applications processing addressing any issues of delays - Help with addressing issues and escalations that cannot be addressed by PAs or Advisors Key Skills / Experience: - Demonstrable experience of building rapport and interacting with clients effectively. - A driven individual with a focus on client service and leading a high-performance culture. - Adaptable to change management plans and advocate to business initiatives. - Highly skilled and organised to manage multiple case management progress channels. - Strong numerical ability to analyse financial data and performance metrics. - Confidence and ability to influence senior stakeholders. - Ability to work autonomously as well as follow direction from C-Suite directives. - Motivate and mentor team leaders towards business efficiency. - IT technically proficient including Office 365. - Committed to advocating and encouraging an inclusive and diverse team culture. - Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture