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Personal Assistant

4 months ago

Cheltenham, United Kingdom Recruit Wealth Ltd Full time

Our National Financial Planning and Wealth Management client is currently going through rapid expansion to become one of the leading brands in Financial Services.

Their aim is to deliver sophisticated financial planning and investment management solutions through a technology led service to enhance client experiences whilst delivering expert levels of regulated advice.

This newly created opportunity will see you working with a Director level Financial Adviser delivering the highest levels of PA support. This is a kudos role for any highly experienced PA with the visibility to be working in a demanding but extremely rewarding team.

**Opportunity Overview**

To provide admin support to the Director/Adviser and assist in all elements of the business.

**Responsibilities**:

- Assist with answering telephone calls
- Provide a welcoming environment for all visitors
- Deal with queries from customers, adviser, providing them with a timescale in which you will deal with their query
- Open the post daily and allocate accordingly.
- Prepare new business client documentation prior to the Advisers appointment when requested.
- Assist with client data entry into the client database on behalf of the Adviser.
- Process new business, ensuring that the correct documentation is attached the case in an electronic format.
- Contact clients to arrange appointments with the Adviser and add to all associated calendars.
- Support the Adviser with their progress meetings, including preparation of client and provider forms.
- To be proactive in chasing through our pipeline business and working with the Adviser, client, Solicitors, lenders, and business partners
- Document telephone calls from clients, Adviser, Solicitors, lenders and business partners in the relevant system file to provide an audit trail to the processing of a case.
- Carry out pipeline reviews with the Adviser on a weekly basis and update each case in the client database accordingly.
- To work as a team to help the business achieve its monthly submitted and issued targets, which in turn lead the business achieving its annual target.
- Participate in team/office meetings

**This position will be office based, you will need to be able to work closely with the Director at all times during the working week.**

This is an award winning, notable brand, one which is going through expansion through Private Equity investment.

There has never been a better time to join the business.

A highly attractive salary, alongside comprehensive benefits are all available.

**Job Types**: Full-time, Permanent

**Salary**: £26,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Financial planning services
- Life insurance
- Private medical insurance

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Performance bonus
- Yearly bonus

Work Location: In person

Reference ID: RW/PAC