Personal Assistant (Wealth Management experience only) - Horsham

Artemis Recruitment Consultants Ltd; Horsham; On-site; GBP 30,000 - 35,000; Full time

Job summary

A leading company is looking for a Personal Assistant with wealth management experience to support their team in Horsham. The role includes managing schedules, assisting with client servicing, and requires high organizational skills. Competitive salary and the opportunity to work in a diverse, inclusive environment.

Qualifications

• Experience in wealth management is essential.
• Ability to engage with senior stakeholders.
• Strong adaptability to business changes.

Responsibilities

• Manage diaries and client interactions effectively.
• Ensure accuracy in reporting and compliance.
• Collaborate with the Managing Director on training programs.

Skills

Client service focus

Organizational skills

Numerical skills

Proficient in Office 365

Mentoring skills

Job description

Type of Position: Personal Assistant (Wealth Management experience only) - Horsham
Pay: £30k - £35k

Personal Assistant (Wealth Management experience only) - Horsham

Our client is seeking a PA to join their successful team in Horsham, Sussex. The role involves supporting the Managing Director and ensuring client requirements are met. The position offers a salary of up to £35k with benefits, depending on experience.

Key Responsibilities:

• Managing diaries and inboxes
• Uploading weekly meeting statistics to CRM and KPI platforms
• Client servicing: compliance, scheduling reviews
• Prospect servicing and task management based on received information
• Preparing meeting packs
• Completing basic voyant and expenditure questionnaires
• Adding investment funds to analytics
• Ensuring accuracy and consistency of reports
• Developing training programs with the Managing Director to identify skills gaps and training needs
• Liaising with the team to organize training sessions
• Conducting regular file note quality checks
• Reviewing application processing times and addressing delays
• Assisting with issues and escalations beyond PAs or Advisors

Required Skills and Experience:

• Proven ability to build rapport and interact effectively with clients
• Driven with a focus on client service and high-performance culture
• Adaptable to change management and business initiatives
• Highly organized, able to manage multiple case channels
• Strong numerical skills for financial data analysis
• Confidence to influence senior stakeholders
• Ability to work independently and follow C-Suite directives
• Motivational and mentoring skills for team leadership
• Proficient in Office 365 and IT skills
• Committed to promoting an inclusive and diverse team culture
• Understanding of wellbeing initiatives and fostering an open, considerate environment

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