Personal Assistant

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

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...

The role will involve:

• 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

If you have worked in a similar environment, have excellent I.T. skills as well as being very competent in Microsoft, audio and copy typing and feel you could add to the start-up of this exciting new venture

We are totally committed to customer service and the principles of diversity in the workplace.