Senior Personal Assistant (PA) - c£32k + Bonus + EXCELLENT Benefits (SEE BELOW)
PERMENANT 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 Advisers 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.
Prioritise and action all activity entries allocated for your clients taking into consideration all the work being undertaken for the clients allocated to you.
Skills and Experience
Essential:
Experience of working within a financial services environment
Experience of dealing directly with customers
Experience of being a first point of contact for the adviser
Ability to Manage diaries/booking client meetings
Good Meet and greet clients / guests skills
Ability to support team members and work as a one team mentality
Able to manage multiple tasks and activities
Preferred
Knowledge of Curo and Dynamic Planner
Oversight and data quality monitoring experience
Benefits
Death in Service (4 x annual salary)
Private Medical Insurance
Group Income Protection
Healthcare cash back plan
Pension 5% employer contribution, 3% employee contribution
Discretionary bonus based on company and personal performance
28 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional
If you feel you have the skills and experience, please upload your CV in the first instance and we will be in touch.
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