Executive Assistant to Chartered Financial Planner
1 day ago
An exciting opportunity has arisen for an Executive Assistant to join our team in Glasgow City Centre working directly with a Chartered Financial Planner.
This is a full-time, permanent position, 35 hours a week.
**Duties of the role include**:
- Liaising between the CFP and clients
- Ensuring tasks agreed with clients are achieved on time
- Providing full diary management support
- Providing support with all travel and logístical arrangements to and from meetings
- Liaising with clients to arrange internal and external meetings
- Booking meeting rooms & restaurants for internal and external meetings
- General office support: printing and binding of documents for client meetings; booking meeting rooms when required and organising catering
- Providing general admin support
- Organising client meeting notes including updating CRM system
- Be the main point of call for all Client servicing and Sales
- Taking notes in meetings with team and liaising with each member to chase if actions are happening
- Prioritising commitments
- Drafting and reviewing communications
- Updating team on success and business completion.
- Work as a liaison between CFP and remaining administration team
**About you**:
- Experience in a relevant IFA, life office or administration unit within financial services sector looking for career advancement or a challenge of working within a complex client solutions arena
- Understanding how to prepare for client meetings.
- Pride in attention to detail and ownership for the delivery of high quality work
- Ability to work as part of a team, ensuring seamless service to the CFP and clients
- Confident with the ability to use own judgement and make decisions in order to prioritise, challenge, negotiate and influence
- The ability to plan ahead and anticipate potential problems
- Strong organisational skills with ability to prioritise a busy and often conflicting workload
- a flexible and professional approach, remaining calm under pressure
- Proficient knowledge of MS Outlook, Word, PowerPoint, Excel
- Excellent communication skills (written and verbal)
**What will you get from us?**
- Starting salary of £18,000 - £26,000 per annum
- Being part of dynamic client focussed organisation thriving on challenges of advice in complex client solutions
- We are a fast-paced business with high standards, at the same we ensure people have a work life balance and provide flexibility when required
- Work with an entrepreneurial team, facing out to amazing clients and great investors
- Training and development, with the opportunity to enhance or gain professional qualifications
- Professional development within the Financial Advice sector
**Salary**: £18,000.00-£26,000.00 per year
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Glasgow, G2 4LF: reliably commute or plan to relocate before starting work (required)
**Experience**:
- Financial Services: 1 year (required)
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