Executive /personal Assistant to Business Owner - Winnersh, United Kingdom - Berkshire IFA

Berkshire IFA

Verified Company

Winnersh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Personal/ Executive Assistant to Director.
The role is to support the Business owner for small rapidly growing company. We have grown 300% in 2 years and intend to continue.

Rapid growth means finding someone who is professional and able to contribute to a growing dynamic company.

The role will involve meeting high net worth and ultra high net worth individuals who require a high level of professionalism and exceptional customerservice.

Financial services experience desired but not essential.

Salary is negotiable based on experience

The role is office based

Berkshire IFA specialises in the financial wellbeing of clients.

Our team have over 20 years of experience in the Financial Planning industry, with some team members having worked their whole 50-year career in the wider finance industry.

We specialise inpensions and family wealth planning.

Our mission is to give all of our clients financial security by offering the same high levels of service and giving situationally based advice, that is entirely focused upon individual needs and requirements.

This is facilitatedby our close links with all the major pension providers such as Transact, L&G, Aegon, Standard Life, Aviva and Prudential, to name a few.

As a result of our objective to offer high quality advice rather than maintaining a high number of clients, we are able to offer a personal service so when we pick up the phone, we know our clients by name.

We are a growing company so expect the very highest level of commitment to our clients from all of our staff.

Competence and Role

Working in collaboration with the company Director as well as the Administration team, you will keep the customer at the heart of everything you do while working as both part of a team and independently.

You will have the ability to problem solve and useyour own initiative, being highly proactive and organised at all times.

Excellent time management is key and relationship building will allow you to fully achieve your potential in this role. You may be included in management meetings and have access to highly secure information so confidentiality is a must.

The role will involve promoting the company's services in a professional and FCA compliant manner.

Core Duties and Responsibilities:

Support Managing Director of a vibrant growing financial advice business
Support 300+ clients many of whom are high net worth or ultra high net worth.
Perform small office management duties.
Personal Assistant support, act as a first point of contact for the Director of the company and other senior stakeholders
Act as the gatekeeper to the directors for external stakeholders, partners and clients
Book internal and external meetings as well as client and prospect meetings
Provide diary management support for the Director as appropriate, including

arrangement of client and prospect meetings, accepted and declined meetings, act as 'gatekeeper' to meeting requests, ensuring adequate time allocation for any travel time for meetings and all information is received in a timely manner before meeting

Organise occasional client events/conferences by liaising with external vendors to ensure the smooth running of the event.
Produce, collate information, organise and ensure the distribution of papers/reports in advance of meetings.
Follow up on agreed action items from meetings.
Produce accurate correspondence including letters, memos, and facsimiles on behalf

of the relevant team members, including dealing with routine correspondence and

Arrange end to end business travel.
Maintain business specific reports where required.
Minute taking
Process expenses for agreed stakeholders.
Attend meetings and team briefs.
Take the initiative to identify and resolve problems as they arise to facilitate the

smooth running and continuity of business.