Personal Assistant

5 months ago

Birmingham, United Kingdom Succession Wealth Full time

**Personal Assistant**

**Basic salary of up to £28,000 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 600 employees and 170 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. We have also recently become part of the Aviva group.

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 members of Succession’s Executive Team, 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 3 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**

**Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevant examinations, Cycle2Work Scheme, Employee Assistance Programme, Death in Service, up to 40% discount on Aviva Insurance & Investment products and Corporate Gym Discounts.

**Career progression** - as a growing business we have amazing opportunities for progression and we’ll give you all the support you need to reach your career goals including sponsorship for qualifications. You will also receive a pay review annually with performance linked pay increases.

The **wellbeing** our of people is something we take very seriously, and our wellbeing and agile/ flexible working policies ensure that our employees have a great work / life balance and feel supported both in their personal and professional lives. As part of our commitment to our colleagues wellbeing, we also provide an Employee Assistance Programme with access to the "My Healthy Advantage" Wellbeing app and online portal; empowering our colleagues to take a pro-active, holistic approach to their wellbeing.

**Job Types**: Full-time, Fixed term contract
Contract length: 12 months

**Salary**: £26,000.00-£28,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Flexitime
- Free parking
- On-site parking
- Referral programme
- Sick pay
- Store discount
- Work from home

Schedule:

- Flexitime
- Monday to Friday
- No weekends

Ability to commute/relocate:

- Birmingham, B3 2DJ: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Personal Assistant: 3 years (required)

Licence/Certification:

- Driving Licence (preferred)

Work authorisation:

- United Kingdom (required)

Work Location: Hybrid remote in Birmingham, B3 2DJ

Application de

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