Personal Assistant

Plum Personnel Ltd; Illshaw Heath; On-site; GBP 30,000 - 33,000; Full time

Benefits offered by this job

Free onsite parking

Job summary

Plum Personnel Ltd is seeking an experienced Personal Assistant to support an Independent Financial Advisor in a Wealth Management practice, Solihull. The role requires handling client visits, typing, events, and marketing tasks with strong communication skills and initiative.

Part-time or full-time applicants are welcome; salary £30,000–£33,000 (pro rata) per annum, plus free onsite parking. Based in Solihull at Blythe Valley Business Park, the ideal candidate will thrive in a regulated

Qualifications

• Experience as a PA in a regulated environment such as financial services, banking or legal is desirable.
• Strong communication skills and well-presented demeanor.
• Ability to take initiative, anticipate needs and work with minimal supervision.

Responsibilities

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

Skills

Audio typing

Copy typing

Event organising

Client communication

Marketing tasks

Job description

PA, Personal Assistant - Financial Services (Part time or full time)

Salary

£30,000 - £33,000 (Pro rata) per annum dep. on exp. + free onsite parking

Location

Solihull (Blythe Valley Business Park)

Working Hours

Monday to Friday, 08.30 - 5.00 (will consider Part time or full time applicants)

We're seeking an experienced PA to support the IFA in a new Wealth Management practice. We are seeking someone who enjoys meeting Clients, who has a bright disposition, is well presented and with excellent communication skills

We need someone with lots of initiative, who can think ahead and anticipate responses as well as being able to work efficiently without supervision. The role would ideally suit someone who has experience of being in a supportive role within a regulated environment such as Financial Services or banking or legal...

Responsibilities

• Preparing for Client visits, pre meeting and post meeting administration
• A good deal of audio and copy typing
• Organising client events from start to finish
• Sending prospect letters and carrying out marketing activities
• New business submissions, ordering valuations of pensions and investments