Personal Assistant to CEO

1 month ago


Stevenage, United Kingdom Blakemore Recruitment Full time

We are recruiting for this highly regarded IFA practice who are recruiting a PA to the CEO. The overall objectives of the role are:

- To effectively communicate on behalf of the CEO where appropriate.
- Organise and collate MI on behalf of the CEO.

Key responsibilities:

- Has specific responsibility for the delivery of organisation support and communication on behalf of the CEO where appropriate.
- Organise and manage their own time in accordance with procedures in order to meet requirements and timescales.
- Consistent high level of quality in all areas of the role
- Will exercise considerable discretion and independence under general guidance but refer to higher levels for policy and professional decisions.

Knowledge and Experience Required:

- Proven experience in IFA sector ideally
- Proven experience working as a PA at senior level

Extra attributes required:

- Good communication skills (written and verbal) that are effective and meet business needs.
- Ability to meet deadlines and provide clear communication.
- Work unsupervised and use initiative at all times.
- Arranging travel plans for CEO and staff as required
- Minute taking at various meetings including Senior Management meeting, Investment, Compliance and Board meetings.
- Arranging charity events as and when required.
- Desire to fully understand the business.
- Good business acumen.
- Ability to prioritise and organise own workload and be self-motivating
- Microsoft Office - good working knowledge of entire package



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