Personal Assistant (Wealth Management) - Burgess Hill

Artemis Recruitment Consultants Ltd; Burgess Hill; On-site; GBP 25,000 - 30,000; Full time

Job summary

A well-established Wealth Management firm in Burgess Hill seeks a Personal Assistant to support a Financial Adviser. The successful candidate will manage client interactions, facilitate compliance, and ensure smooth office operations while advocating for an inclusive team culture. Candidates must have strong organisational skills and be adaptable to business needs.

Benefits

Free parking on site

Qualifications

• Demonstrated experience building rapport with clients.
• Strong organisational skills to manage multiple tasks.
• Experience with compliance and servicing clients.

Responsibilities

• Manage diary and inbox for the Financial Adviser.
• Client servicing, compliance, and scheduling reviews.
• Assist in developing training programmes.

Skills

Client interaction

Focus on client service

Adaptability

Organisational skills

Numerical ability

Influencing stakeholders

Autonomous work

Team motivation

IT proficiency

Wellbeing advocacy

Tools

Office 365

Job description

Type of Position: Personal Assistant (Wealth Management) - Burgess Hill
Pay: £25k - £30k

Personal Assistant (Wealth Management) - Burgess Hill

Our client is looking for a PA to join their successful team in Burgess Hill. The role will involve supporting a Financial Adviser, ensuring client requirements are met. Our client is a well-established Partner Practice of St. James Place and this will be an office based position.

Specific Activities Include:

• Diary and inbox management
• Weekly stats – meetings to be uploaded to CRM and KPI platforms
• Client servicing: compliance, servicing and scheduling reviews
• Prospect servicing –
• Actioning any tasks on back of info received
• Meeting packs –
• Complete a basic voyant and include expenditure questionnaire
• Add investment funds to analytics
• Ensuring accuracy and consistency of reports
• Developing a training programme with Managing Director to identify key skills gaps and training needs for all members
• Liaising with team to arrange training
• Conduct regular spot checks on file notes to ensure quality and consistency
• Review length of time for applications processing addressing any issues of delays
• Help with addressing issues and escalations that cannot be addressed by PAs or Advisors
  

Key Skills / Experience:

• Demonstrable experience of building rapport and interacting with clients effectively.
• A driven individual with a focus on client service and leading a high-performance culture.
• Adaptable to change management plans and advocate to business initiatives.
• Highly skilled and organised to manage multiple case management progress channels.
• Strong numerical ability to analyse financial data and performance metrics.
• Confidence and ability to influence senior stakeholders.
• Ability to work autonomously as well as follow direction from C-Suite directives.
• Motivate and mentor team leaders towards business efficiency.
• IT technically proficient including Office 365.
• Committed to advocating and encouraging an inclusive and diverse team culture.
• Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture
• Previous SJP experience is desirable, but not essential
  

This position will be an office based role. Due to their location, it is preferred the candidate will have access to their own vehicle and be able to drive to the practice. Free parking is available on site.

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