PA to MD

Our clients are a leading. local employer and due to expansion within the business they are now looking to recruit an experienced and highly organised PA to support the MD within the business.

The Role:

* Serve as the primary point of contact for clients and third parties on behalf of the Managing Director (MD).

* Schedule and organize meetings for the MD with both new and existing clients, ensuring adherence to the ongoing advice review timelines.

* Assist in preparing documents for MD’s meetings.

* Handle post-meeting client correspondence and complete all related tasks for the MD.

* Update and enter client information for the MD into internal CRM systems.

* Gather all necessary information for writing client reports for the MD, ensuring it is accessible to paraplanners and organized appropriately.

* Communicate with Head Office and administrative centres as needed.

* Participate in forums and workshops for personal development when suitable.

* Arrange travel and accommodations for the MD concerning client meetings and personal vacations.

The Candidate:

* Possesses a positive ‘can do’ attitude.

* Capable of working collaboratively within a team, as well as independently in a dynamic office setting.

* Exhibits confident communication skills with team members, advisors, and clients, both in person and over the phone.

* Demonstrates a high level of proficiency in all Microsoft programs; this role requires the successful candidate to operate across multiple IT platforms, including CRM and Salesforce.

* Exhibits exceptional organizational skills, with an aptitude for managing and prioritizing workloads effectively.

* Adopts a flexible approach to daily tasks, adjusting to the business’s needs.

* Maintains a high level of attention to detail.

* Upholds strict confidentiality at all times.

Working Hours:

* This is a full-time, permanent position.

* Our clients core office hours are from 9 am to 5 pm, Monday through Friday.

* We are open to discussing flexible working arrangements and hours for the right candidate, which includes hybrid working.

For more information or indeed to apply please send your CV via the "Apply Now" button and one of the team will call you back to discuss the role and your application in greater detail