Personal Assistant (PA)

Lime Search & Select Ltd; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading Independent Financial Advisory firm in Leeds is seeking a Professional Assistant (PA) to support directors. The role involves managing diaries, client communication, and handling financial documentation. Candidates should possess excellent organizational skills, ideally have administrative experience, and preferably knowledge in Financial Services or Investments.

Qualifications

• Experience working within an Administration environment.
• Previous experience as a PA is ideal.
• Knowledge of Investments and/or pensions is advantageous.

Responsibilities

• Managing the directors' diary to a professional standard.
• Monitor accounts and chase outstanding commissions.
• Assist with FCA communication and process transfers of pensions.

Skills

Organizational skills

Communication

Client interaction

Job description

My client is a leading Independent Financial Advisory firm based in Leeds. Providing sound Financial Advice to both businesses and individuals surrounding Pensions, Investments, Retirement / Estate planning.

We urgently require a PA to support the Directors of the business. You will be responsible for:

Managing the directors diary to a professional standard
Monitor the accounts for the business such as the sales and purchases day books and chase any outstanding commissions due to us.
Help the Director with any FCA communication
Create client packs for the director to take out such as new business or annual reviews. Be able to fill in the relevant paperwork and process transfers of pensions etc.
You will be the first point of contact for the directors clients so will need a friendly yet professional approach.
Chase any outstanding cases for the director and deal with any issues that arise such as if paperwork wasn’t filled in correctly
Be able to manage the directors and the overall company email accounts on a daily basis.

We require someone with great organisational skills, with experience working within an Administration environment, ideally with previous experience working as a PA. It would be ideal and to your advantage if you are working within the Financial Services or Financial Advice industry, or have any knowledge of Investments and / or pensions.

Additional information

VACANCY DETAILS

Location:
Leeds

CLOSING DATE

Feb

30

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Company Registration:
Lime People Search & Select Ltd 08062097

The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.