Personal Assistant - Cheltenham, United Kingdom - Attivo Group

Attivo Group
Attivo Group
Verified Company
Cheltenham, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Personal Assistant (PA) - Cheltenham

About Attivo:

Attivo are Lifestyle Financial Planners.

We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients.

We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart.

We will build and provide ongoing support for a bespoke financial plan aimed at fulfillment of our clients lifestyle needs.


Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.


About the role:

As a Personal Assistant, you will be reporting directly to a Regional Director, supporting them and their widerteam.

You will have excellent attention to detail and organisational skills to effectively diary manage, take minutes at key meetings and provide administrative support.

Your strong communication skills will allow you to effectively build relationships with stakeholders of all levels.


Key Responsibilities include:


  • Log and track actions from all meetings and discussions and be proactive in ensuring their timely completion as agreed by deadlines. Escalating actions that are not completed to agreed standard or as scheduled.
  • Management of Regional Director diary.
  • Scheduling appointments and organising diary entries for the team.
  • Organise the logistics of Regional Team Meetings, including travel arrangements where necessary.
  • Obtain information to be included in Board Meeting Reports.
  • Be proactive and identify ways that improve the support, training or processes for Financial Planners.
  • Support with Acquisitions to ensure the agreed program of activities are completed to a high quality and on time. Support the Regional Director to ensure Vendors, staff and clients from acquisitions are fully integrated and advocates of Attivo.

About you:

You are a fast learner and happy to lend your hand to anything.

You currently work in an Administration role and are looking for the next step up in your career or have recently graduated with a Business related degree and looking for your first step on the career ladder.

You have a track record for problem solving, meeting deadlines and producing high quality documents. You are self-motivated and enjoy working in a team environment.

You are a confident communicator, and excel operating in a fast paced, entrepreneurial business.

You have strong business acumen that will allow you to support the team with both internal and external activities.


Essential skills and experience

  • Experience in an Administration or Coordination role
  • Strong communication and time management skills
  • Experience of minute taking and actions logs
  • Selfmotivated and deadlineoriented
  • Broad ranging administration skills and adaptable
  • Proactive with strong accountability
  • Discrete with confidential matters
  • Advanced MS Office skills, including Excel
  • Minimum 5 GCSEs, or equivalent, graded A-B (6), including Maths and English

Desirable skills and experience

  • Commercial acumen
  • Financial Services experience
  • Educated to degree level

Salary and benefits
up to £35,000 depending on experience


Attivo also offers:

  • Noncontributory Pension Scheme
  • Private Medical Insurance
  • Income Protection
  • Critical Illness
  • Death in Service
  • Generous holiday allowance, rising with length of service
  • Work from home and flexible working available
  • Discounted corporate gym membership
  • Parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only)
  • Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy
Attivo is committed to being an Equal Opportunities employer.

If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.


Attivo do not use recruitment agencies as we respectfully ask that agencies do not contact us in regard to posts advertised on this site.


Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.
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