Personal Assistant to Chief Commercial Officer

AFH Wealth Management; Bromsgrove; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading financial advisory firm in the UK is seeking a Personal Assistant to the Chief Commercial Officer. In this full-time role, you'll manage the CCO's diary, handle confidential information, and prepare necessary documentation. Ideal candidates will have previous PA experience, excellent Microsoft Office skills, and a keen attention to detail. This position offers competitive benefits, including flexible working and a pension scheme.

Benefits

Flexible working and holidays

Social perks including parties

Contributory pension scheme

Discretionary bonus scheme

Health and wellbeing support

Professional development programs

Shopping discounts

Qualifications

• Previous experience as a personal assistant to senior management.
• Ability to maintain high levels of confidentiality.
• Strong initiative and independence in work.

Responsibilities

• Manage the diary of the CCO, including bookings.
• Handle confidential information and maintain discretion.
• Prepare necessary paperwork and information for the CCO.

Skills

Microsoft Word

Outlook

Excel

PowerPoint

Excellent communication skills

Analytical thinking

Attention to detail

Job description

Overview

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

Purpose

As our Personal Assistant to the Chief Commercial Officer (CCO), you’ll be responsible for comprehensive and confidential support to the CCO to ensure the commercial strategic goals are achieved.

Responsibilities

• Managing the diary of the CCO, including booking appointments & arranging travel and accommodation. Ensuring his time is managed efficiently.
• Handling confidential information with discretion and maintaining high levels of confidentiality.
• Ensuring the CCO is fully prepared for their day, including providing necessary paperwork and information ahead of time.
• Communicating messages verbally and in writing on behalf of the CCO, including following up on action points.
• Managing various projects and deadlines, directly related to the CCO’s priorities.
• Liaising with senior people outside of the organisation, such as potential vendors.
• Filtering general information, post, queries, telephone calls by re-directing or taking forward as appropriate.
• Preparing general correspondence, including letters & emails.
• Collate and circulate management information.

What we are looking for in our ideal PA to the CCO

• Previous experience of being a personal assistant to a member of a Senior Management team.
• High levels of confidentiality
• Excellent knowledge of Microsoft Word, Outlook, Excel and PowerPoint
• Excellent communication skills with the ability to work confidently with all levels of stakeholders
• Ability to work on own initiative
• Analytical thinking
• Accuracy and attention to detail

Benefits And Perks At AFH

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
• Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
• Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
• Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.