Senior Personal Assistant (Wealth Management) - Burgess Hill

Artemis Recruitment Consultants; Burgess Hill; On-site; GBP 30,000 - 45,000; Full time

Job summary

Artemis Recruitment Consultants seeks a Senior Personal Assistant to support a Financial Adviser in Burgess Hill. Responsibilities include diary management, client servicing, and developing training programs. The ideal candidate should have strong organizational and leadership skills, along with a focus on client interaction and service excellence. This is an office-based role requiring independent work and adaptability.

Benefits

Free parking on-site

Qualifications

• Experience in building rapport and client interaction.
• Adaptability to change management and organizational skills.
• Confidence in influencing senior stakeholders.

Responsibilities

• Managing diaries and inboxes for Financial Adviser.
• Client servicing: compliance and scheduling reviews.
• Preparing meeting packs and ensuring report accuracy.

Skills

Rapport building

Client service focus

Organizational skills

Numerical proficiency

Leadership skills

Proficiency in Office 365

Job description

Senior Personal Assistant (Wealth Management) - Burgess Hill

Our client is seeking a Personal Assistant to join their successful team in Burgess Hill. The role involves supporting a Financial Adviser by ensuring client requirements are met. This is an office-based position with a well-established Partner Practice of St. James Place.

Key Responsibilities:

1. Managing diaries and inboxes
2. Uploading weekly stats to CRM and KPI platforms
3. Client servicing: compliance, scheduling reviews
4. Prospect servicing and task actioning
5. Preparing meeting packs and completing basic voyant and expenditure questionnaires
6. Adding investment funds to analytics and ensuring report accuracy
7. Developing training programs with the Managing Director to identify skills gaps
8. Arranging team training and conducting quality checks on file notes
9. Addressing application processing delays and escalations

Required Skills and Experience:

1. Experience in building rapport and client interaction
2. Client service focus with a high-performance mindset
3. Adaptability to change management
4. Organizational skills for managing multiple channels
5. Numerical proficiency for financial data analysis
6. Confidence in influencing senior stakeholders
7. Ability to work independently and follow directives from C-Suite
8. Leadership skills to motivate and mentor teams
9. Proficiency in Office 365 and IT skills
10. Commitment to diversity and inclusion
11. Understanding of wellbeing initiatives and fostering an open culture
12. Previous SJP experience is desirable but not essential

This is an office-based role; candidates should have access to a vehicle for commuting. Free parking is available on-site.