Personal Assistant

2 months ago


Cheltenham, United Kingdom FA92 Wealth Group Ltd Full time

**About the Role**

This is a pivotal role, supporting and working closely with one of our Directors who is also a Senior Financial Adviser ensuring that they can make the most of their time with clients, providing the best support possible.

This is an office based role due to the nature of support.

You will work together, providing invaluable support on a day to day basis in a busy and varied role.

You will manage their diary, make appointments with clients and external contacts, act as the first point of contact with their client bank. You will work in partnership with other areas of FA92 Wealth Group & Solomon in the preparation of client facing documentation including presentations, correspondence and collation relevant paperwork.

You will organise and prioritise your workload managing the administration of client policies and plans dealing with providers and business partners.

You will be proactive in chasing through the pipeline business working with the Director, his clients, solicitors and business partners to ensure that the highest possible standard of service is provided.

**About You**
- Proven experience in either a PA or previous administrative role
- Ideally you will have experience working within Financial Services
- Good team player but with the ability to work independently
- Excellent verbal and written communication skills
- Ability to perform multiple tasks simultaneously with high degree of accuracy
- Excellent time management skills and the ability to prioritise workload
- Excellent customer service and problem solving skills
- Ability to work through issues with clients and colleagues in a calm, proficient and effective manner
- Strong, proficient IT skills in MS Office, Excel, and CRM systems such as Curo
- Ability to work in a fast-paced environment at a growing company
- Proven ability to work effectively under pressure and meet deadlines and targets

**Salary**: From £25,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- Referral programme

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: PACheltenham082023


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