Personal Assistant to Managing Director - Fareham, United Kingdom - SarahQuirk Wealth Associates

Description

Personal Assistant to Managing Director

The role:

We are looking for an experienced Personal Assistant to the Managing Partner of SarahQuirk Wealth Associates.


The Practice:

SarahQuirk Wealth Associates is a goals based financial planning Practice based in Wickham. We advise on the full financial spectrum, for both individuals and small businesses. We have a client base of over 500 clients and continue to grow.

If you are an enthusiastic, motivated individual searching for a role that offers genuine potential for both personal and professional development, come and be part of our expanding Practice.

Our culture and values:

Our Business Support Department prides itself in providing expert levels of client service and support functions to the advisers.

We are a small Practice which allows us to provide a personal experience to each one of our clients, enabling us to exceed their expectations and retain their loyalty.

The team at SarahQuirk Wealth Associates are a family. We share a common mindset that sets us apart, engaging with our clients in a positive manner.

You will be joining an established, friendly and experienced team who will be able to provide support in order for you to succeed within your role.

Individual Conduct Standards

We would like our new colleague to:

• act with integrity

- act with due skill, care, and diligence
- be open and co-operative with the FCA, the PRA, and other regulators
- pay due regard to the interests of clients and treat them fairly
- observe proper standards of market conduct


Key duties and responsibilities:

- manage the Partner's diary including organising client meetings
- make travel bookings and travel arrangements as required for the Partner
- liaise with clients and third parties in relation to the Partner's Practice
- build long lasting relationship with Partner's client base
- responsible for the activities associated with the running of a small Practice
- working with the accountant to ensure communications with them on payment of invoices and management of petty cash
- ensure timely remuneration payment to the advisers
- provide support as required


Knowledge and experience:

- previous experience in a PA/office support role, ideally in financial services or IFA Practice
- knowledge of relevant FCA regulation is desirable
- experience of setting up and maintaining systems, processes, and procedures


Skills and behaviours:

- excellent face-to-face and telephone skills
- ability to build rapport swiftly
- excellent written and verbal communication skills
- broad experience of Microsoft Office
- good organisational skills
- strong attention to detail
- be proactive, assertive and adaptable
- manage your own and the Partner's time effectively, with the ability to multi-task
- keeps calm when faced with conflicting demands and handles these effectively
- demonstrates a positive attitude at all times
- works well on own tasks as well as shared goals as part of a team
- open to change with a creative approach to problem solving
- ability to work on own initiative, prioritise and think outside the box
- able to make and justify decisions
- ability to manage a successful entrepreneur


What do we offer in return?
We offer a competitive salary for 37.5 hours per week. Monday to Thursday 8.30am to 4.30pm and Friday 8.30am to 1.30pm. We offer 20 days holiday entitlement plus bank holidays.

This is combined with a benefits package which can be personalised to suit your needs, continuous training, and development opportunities.

Overall, we provide an excellent opportunity to progress your career with an ambitious and growing company.


How to apply?

Job Types:
Full-time, Permanent


Salary:
£23,000.00-£25,000.00 per year


Benefits:

• Additional leave

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Fareham: reliably commute or plan to relocate before starting work (required)

Work Location:
One location

Application deadline: 13/01/2023