Dynamic PA for Wealth Management Startup (Part/Full Time)

Plum Personnel Ltd; Metropolitan Borough of Solihull; On-site; GBP 30,000 - 33,000; Part time

Benefits offered by this job

Free onsite parking

Job summary

Plum Personnel Ltd. seeks an experienced Personal Assistant to support a financial services IFA in a new wealth management practice in Solihull.

The role offers part-time or full-time hours, with a salary £30,000 - £33,000 (pro rata) depending on experience and includes free onsite parking. The ideal candidate will enjoy meeting clients, be well-presented with excellent communication skills, and demonstrate initiative to work in a regulated financial environment.

Qualifications

• Experience in a supportive role within Financial Services or banking or legal environments.
• Excellent IT skills and proficiency with Microsoft Office.
• Excellent communication and presentation skills.
• Bright disposition and well-presented with client-facing manners.
• Ability to work with initiative and anticipate needs in a regulated environment.

Responsibilities

• Preparing for client visits, pre-meeting and post-meeting administration.
• Audio and copy typing tasks.
• Organising client events from start to finish.
• Sending prospect letters and carrying out marketing activities.
• New business submissions and ordering valuations of pensions and investments.

Skills

Client service

Communication skills

IT proficiency

Microsoft Office

Audio typing

Copy typing

Tools

Microsoft Office

Job description

Plum Personnel Ltd. seeks an experienced Personal Assistant to support a financial services IFA in a new wealth management practice in Solihull.

The role offers part-time or full-time hours, with a salary £30,000 - £33,000 (pro rata) depending on experience and includes free onsite parking. The ideal candidate will enjoy meeting clients, be well-presented with excellent communication skills, and demonstrate initiative to work in a regulated financial environment.