Personal Assistant - Sale, United Kingdom - Equilibrium Financial Planning

Description

Equilibrium are a Chartered Financial Planning company based in Handforth, Cheshire. Since 1995, we have been providing friendly expertise on wealth and investment management, pensions and estate planning strategies. We currently manage over £1billion of assets.
Recently named Best Companies Number 1 Financial Services Company to work for in the UK.

Our purpose is to make peoples lives better and to ensure we deliver on this we provide a fantastic working environment thats positive, collaborative, progressive and a lot of fun.

We are now looking for a Personal Assistant to work within our Partner and Senior Leadership Support Team, alongside our Executive Assistant.

This is a fantastic opportunity for somebody who would like to grow their PA skills as well as take on some EA responsibilities.

The ideal person for this role will thrive in a fast-paced environment, love being busy and approach things with a bucket load of enthusiasm and a sense of humour.

Our new Personal Assistant will:

• Be responsible for comprehensive diary management ensuring that meetings happen when they should and that all attendees are in the right place at the right time
• Demonstrate fantastic administration skills
• Deal with all types of correspondence so excellent spoken and written communication skills are a must hitting the right tone is key
• Deal with highly confidential information so being professional and discreet is paramount
• Work on many projects at once, both personal and businessrelated
• Organise worldwide travel and accommodation to a very high standard
• Create quality, error free documents, reports, spreadsheets, presentations and agendas that are presented in an easily digestible way
• Assist with personal appointments and various projects on an ad hoc basis

Our new Personal Assistant will enjoy;

• Spinning lots of plates
• The variety this role will bring
• Getting things done
• Being calm, methodical and organised
• Being authentic
• Aligning yourself to our purpose of Making People's Lives better
• Having a fantastic work ethic, huge amounts of integrity and generally a great person to have around

Were looking for a Personal Assistant who is;

• Friendly and approachable
• Confident with a sense of humour
• Able to pivot and is very comfortable with lots of change
• Able to think ahead/anticipate needs and work on own initiative
• Accurate and precise with a high attention to detail
• IT literate to a high level
• Able to manage their own time brilliantly

So why join us?
At Equilibrium, the pace is fast. Our team thrives off the dynamic environment and we easily adapt quickly to changes.

Our hard-working, friendly team have fostered a healthy working environment to ensure we all get the opportunity to learn and grow.

To support our teams growth and development, we cover the cost of study materials and exam fees for qualifications relevant to the role, as well as the option to take paid study and exam leave.

To allow people to take rest and time off we offer 33 days holiday plus bank holidays as a minimum going up to 38 days based on length of service.

We also provide the normal perks that youd expect from an award-winning business such as profit share, pension, death in service, income protection and much more besides.

Salary:
£25,000.00-£35,000.00 per year


Schedule:

• Monday to Friday

Work Location:
One location