Personal Assistant

6 months ago


Birmingham, United Kingdom Succession Wealth Full time

**Personal Assistant**

**Basic salary of up to £30,000 PA (dependant on experience)**

**Hybrid working, typically 2 days per week from our central Birmingham office and 3 days per week from home (flexibility required)**

**12-month fixed term contract (Maternity cover) - however as a fast-growing business there is potential for a permanent role.**

**We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group.

We have over 800 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

We now have a fantastic opportunity for a highly organised individual to join us as a Personal Assistant supporting our Executive team. This will be a 12 month fixed term contract to cover maternity leave, however as a fast-growing business there is potential for a permanent role.

**The role**

Working as a close-knit team of PA’s, you will be responsible for providing high quality, comprehensive and effective personal assistance to some of Succession’s Senior Managers, supporting them to achieve the company’s business development plans and corporate aims.

As a Personal Assistant you will need a flexible and agile approach as no two days will be the same, however regular activities will include:

- Maintaining diaries, to ensure smooth planning of the Executives’ meeting commitments, along with coordination of administrative and travel time required to complement this.
- Co-ordination of meetings, including arranging facilities, and organising catering requirements, preparation of supporting paperwork, including agendas, handouts and minutes. Maintaining communications to ensure participants are kept informed and disseminating relevant information.
- Assisting with Executives’ reporting, ensuring deadlines are adhered to.
- Organising travel arrangements for the Executive Team, taking all transport into consideration and producing informative itinerary.
- Receiving, processing, distributing and filing accurately correspondence and necessary documents.
- Providing when necessary high-quality secretarial service including occasional minute taking at relevant meetings.

**You**

A minimum of 1 years PA, Secretarial or high-level Customer service experience is essential for this role.

To be successful in this role you will need to be confident and comfortable communicating with individuals at all levels, you will need strong attention to detail and a superior working knowledge of Microsoft packages including Outlook, Excel, PowerPoint and Word.

You will also need to be able to think on your feet even when the pressure is on and use initiative and your knowledge of the business to make quick decisions when needed.

**What you can expect from us**

A **competitive basic salary**, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:

- 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
- Excellent company pension scheme with a generous employer contribution.
- Agile and family friendly working arrangements to allow for a great work/life balance.
- Company sick pay.
- Enhanced maternity, paternity and adoption pay.
- Up to 40% discount on Aviva Insurance & Investment products.
- £450 towards the purchase of home office equipment.
- Group Life Assurance Scheme: 8 x salary.
- Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more
- A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
- Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
- Support with cost of professional exams /study days.
- Charity Days.
- Company Events

Our **Wellbeing committee** works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes:

- Employee Assistance Programme including access to a 24/7 support line.
- Access to mental health first aiders.
- Menopause support.
- Parental and compassionate leave.
- Wellbeing Library and Hub.
- Aviva DigiCare and Workplace.
- Bereavement Helpline.

Support in achieving your **career goals**
- Sponsorship for relevant professional exams and study leave.
- Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
- Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
- Clear career pathways and endless internal job opp


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