Personal Assistant - Brailsford, United Kingdom - Your Resourcing Partner Limited

Your Resourcing Partner Limited

Verified Company

Brailsford, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are recruiting for a
PA Assistant / Wealth Management Administrator for a successful partner practice of St. James's Place Wealth Management based in Brailsford, Derby. The role is available on either a full or part-time basis.

Role overview
This is an opportunity to join one of the most recognisable wealth management practices in the Midlands. We have a track record of developing people in a structured and rewarding manner, delivering long-term career progression.

You will be working alongside another PA to assist the CEO to support them in delivering a first class, professional client service.

This challenging role requires a high level of organisational skill to prioritise and coordinate workload activities, whilstensuring seamless client service in a busy working environment.

The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients.

A good understanding of Financial Services, or the desire to learn, will be a major benefit to the successful applicant.

Following initial training, the successful applicant will work closely with the PA and CEO, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must.

Key Responsibilities

To use initiative and discretion in managing a constantly changing and complex diaries, anticipate and resolve any conflicts without referral.
Liaise with clients to ensure meetings run according to plan.
To prepare and check outgoing internal and external correspondence and reports, including confidential and sensitive information ensuring attention to detail.
To deliver the highest standard of client care both internally and externally.
Provide administrative support; including detailed meeting pack preparation, business submission, client requests, etc.
Ability to identify and anticipate areas of potential issue and raise awareness to CEO and Leadership Team.
Submit and progress client cases with providers and St. James's Place Admin Centres.
To organise and host office visits and events, including coordinating the briefing and material.
Make travel and accommodation arrangements in line with time management pressures.
Maintain accurate records of client correspondences using CRM systems.

Key Experience & Skills

Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with client queries.
Able to multitask and work to deadlines, ensuring quality is never compromised.
The ability to use initiative and problem solve.
Demonstrate excellent communication skills, particularly paying attention to detail both internally and externally.
Approach work positively with a cando attitude and takes responsibility for tasks.
Ensure confidentiality is maintained at all times.
Display professional appearance to maintain our company brand.
A willingness to work as a team member and willingly provide support to the wider team when required.
Committed to personal development.
Advanced computer skills with knowledge of the Microsoft packages.
Able to work under pressure to meet specific time deadlines
Happy, motivated and keen to work within a dynamic and progressive business

Additional information

Salary: £2226K depending on skills and experience (prorata)
Discretionary bonus potential linked to personal progression, personal performance and overall practice performance
Available on a full or part time basis (minimum 21 hours a week)
Holiday entitlement: 20 days per annum, plus bank holidays (increases over time)
Pension: Generous pension provided.