4-Day Personal Assistant — Hybrid Finance Admin Support

Recruit4staff; North East Derbyshire; Hybrid; GBP 27,000 - 33,000; Part time

Benefits offered by this job

MediCash scheme

Private medical insurance

Birthday off

Extra holidays at Christmas

21 days annual leave + BH

Enhanced employer pension 5% matched

Job summary

Recruit4staff is seeking a Part-time Personal Assistant for a professional services client. You will provide diary management, client documentation and research for financial products, and prepare information for client reports.

You will handle Letters of Authority and follow up paperwork by email and phone. The role offers a 4-day working week, hybrid working, and a competitive benefits package including private medical insurance, birthday off, enhanced pension contributions, and 21 days plus

Qualifications

• Previous experience as a Personal Assistant or Personal Adviser.
• Proficiency in Microsoft 365.
• Excellent written and verbal English communication.
• Strong organisational skills with the ability to manage diaries, paperwork and client administration accurately.

Responsibilities

• Provide diary management and administrative support for clients.
• Prepare client reports and financial product information.
• Investigate financial product information and compile data for packs.
• Produce new business packs and manage Letters of Authority.
• Follow up incomplete paperwork by email and telephone.

Skills

PA experience

Diary management

Organisational skills

Excellent written and verbal English

Education

CII Level 3 Certificate in Financial Services

LIBF Certificate in Financial Administration

Business-related A-Levels

Tools

Microsoft 365

Job description

Recruit4staff is seeking a Part-time Personal Assistant for a professional services client. You will provide diary management, client documentation and research for financial products, and prepare information for client reports.

You will handle Letters of Authority and follow up paperwork by email and phone. The role offers a 4-day working week, hybrid working, and a competitive benefits package including private medical insurance, birthday off, enhanced pension contributions, and 21 days plus