PA to CFO

The Openwork Partnership; Swindon; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A progressive financial services company based in Swindon seeks a highly organized Personal Assistant for their Chief Financial Officer. This hybrid role involves managing executive schedules, preparing presentations, and supporting other executives as needed. The ideal candidate will have experience as a Personal Assistant, strong communication and organizational skills, and the flexibility to work and travel as required. Join a dynamic team known for valuing individuality and promoting professional development.

Benefits

Up to £50,000 salary

7.5% bonus scheme

Pension matching up to 10%

27 days holiday plus bank holidays

Private medical insurance

Qualifications

• Previous experience as a Personal Assistant, ideally in Financial Services.
• Excellent PC skills with accurate typing skills.
• Strong grammar and vocabulary skills.
• Ability to work under pressure and meet tight deadlines.
• Flexibility in working hours and travel.

Responsibilities

• Effective diary management and arrangement of schedules.
• Monitoring and prioritising incoming communications.
• Preparing presentations, correspondence, and reports.
• Maintaining budget control and expense claims.
• Attending meetings and taking minutes.

Skills

Organizational skills

Interpersonal communication

PC skills in Microsoft packages

Attention to detail

Prioritization skills

Telephone manner

Job description

The opportunity

We're looking for a highly organised and proactive Personal Assistant to support our Chief Financial Officer with a wide range of secretarial, administrative, and business tasks. In this dynamic role, you'll play a key part in keeping operations running smoothly - while also providing flexible support to other members of the Executive and PA teams when needed.

You’ll provide consistent, professional and confidential support ensuring work is delivered accurately and within a timely manner. You’ll adhere to Company standards of communication at all times and provide accurate, clear and supportive information. You’ll be approachable, flexible, honest and willing to challenge where appropriate and give constructive feedback. This role supports our CFO across both our Swindon Head Office, and our London Office (EC2M 3XD). This role is hybrid working, 2 days a week in the Swindon office with occasional travel to London.

The benefits

• Salary - up to £50,000
• Bonus scheme - on target bonus - 7.5%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Income protection - 1x salary
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Your responsibilities will include

• Effective diary management and all associated arrangements to ensure the smooth running of schedules and optimum effectiveness of time, linked to the strategic priorities and including production of agendas, briefing materials, packs, travel, refreshments etc.
• Monitoring and prioritising incoming mail / emails / calls on a daily basis, dealing, responding or redirecting as appropriate.
• Preparing and producing presentations, correspondence and reports as required.
• Maintaining control of budget and monthly expense claims for your relevant members of the Executive and Senior Management team and their direct reports, ensuring expenses policy is adhered to at all times.
• Preparation of meeting materials as well as attending meetings to take the minutes where required.
• Meeting and greeting visitors, giving them the best possible first impression at all times.
• Supporting corporate events as required, including event organisation.
• General filing and administration.
• Working together with the wider PA team to ensure that all Exec members are given consistent support and cover at all times.
• Ad-hoc support to other PAs and Exec as required.

What will you need to succeed?

• Previous experience as a Personal Assistant, ideally within a Financial Services or related environment.
• Excellent PC skills in all Microsoft packages, with accurate typing skills.
• Strong grammar and vocabulary skills, with high level of attention to detail.
• Well organised with great prioritisation skills, strong interpersonal and communication skills to deal with individuals at all levels.
• Great telephone manner, dealing with internal and external stakeholders and customers.Ability to work on own initiative as well as part of a team.
• Ability to work under pressure and to tight deadlines.
• Flexibility in terms of working hours and travel where required, for this role frequent travel to London will be required.

Why us?

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

On top of offering a modern workplace with a range of development opportunities, we also offer a highly attractive benefits package to reward you for your hard work. This includes a competitive base salary, an industry-leading annual bonus, enhanced pension, critical illness cover, income protection and a range of other flexible benefits.