Personal Assistant

4 months ago

Cheltenham, United Kingdom Attivo Group Full time

**Personal Assistant (PA) - Cheltenham**

**About Attivo**:
Attivo are Lifestyle Financial Planners.

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfillment of our clients lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

**About the role**:
As a Personal Assistant, you will be reporting directly to a Regional Director, supporting them and their widerteam. You will have excellent attention to detail and organisational skills to effectively diary manage, take minutes at key meetings and provide administrative support. Your strong communication skills will allow you to effectively build relationships with stakeholders of all levels.

**Key Responsibilities include**:

- Log and track actions from all meetings and discussions and be proactive in ensuring their timely completion as agreed by deadlines. Escalating actions that are not completed to agreed standard or as scheduled.
- Management of Regional Director diary.
- Scheduling appointments and organising diary entries for the team.
- Organise the logistics of Regional Team Meetings, including travel arrangements where necessary.
- Obtain information to be included in Board Meeting Reports.
- Be proactive and identify ways that improve the support, training or processes for Financial Planners.
- Support with Acquisitions to ensure the agreed program of activities are completed to a high quality and on time. Support the Regional Director to ensure Vendors, staff and clients from acquisitions are fully integrated and advocates of Attivo.

**About you**:
You are a fast learner and happy to lend your hand to anything. You currently work in an Administration role and are looking for the next step up in your career or have recently graduated with a Business related degree and looking for your first step on the career ladder.

You have a track record for problem solving, meeting deadlines and producing high quality documents. You are self-motivated and enjoy working in a team environment.

You are a confident communicator, and excel operating in a fast paced, entrepreneurial business.

You have strong business acumen that will allow you to support the team with both internal and external activities.

**Essential skills and experience**
- Experience in an Administration or Coordination role
- Strong communication and time management skills
- Experience of minute taking and actions logs
- Self-motivated and deadline-oriented
- Broad ranging administration skills and adaptable
- Proactive with strong accountability
- Discrete with confidential matters
- Advanced MS Office skills, including Excel
- Minimum 5 GCSEs, or equivalent, graded A-B (6), including Maths and English

**Desirable skills and experience**
- Commercial acumen
- Financial Services experience
- Educated to degree level

**Salary and benefits**

up to £35,000 depending on experience

Attivo also offers:

- Non-contributory Pension Scheme
- Private Medical Insurance
- Income Protection
- Critical Illness
- Death in Service
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Discounted corporate gym membership
- Parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only)
- Excellent culture, promoting employee wellbeing and engagement.

**Recruitment Policy**

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Attivo do not use recruitment agencies as we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

**Privacy Policy**

Please visit our website to view our full privacy policy for prospective employees.

  • Personal Care Assistant

    1 day ago

    Cheltenham, United Kingdom Personal Full time

    Professional, Personal Care Assistant Required, in Gloucestershire, for male, C5 spinally injured wheelchair user. Rate of Pay:£32,000 per year minimum before tax. Exact wages to be discussed at interview.Option to earn up to £39,000Working Times: 2 week on 2 week off live in rota This will be on a rolling rota. There will be 20 days holiday per...

  • Care Worker

    13 hours ago

    Cheltenham, Gloucestershire, United Kingdom Personal Full time

    We are seeking a professional and caring individual to join our team as a Personal Care Assistant for a male client with a spinal injury in Gloucestershire.Key Details:Minimum annual salary: £32,000 before tax, with potential to earn up to £39,000.2-week on, 2-week off live-in rota with 20 days of holiday per year.Responsibilities:Provide personal care and...

  • Care Worker

    10 hours ago

    Cheltenham, Gloucestershire, United Kingdom Personal Full time

    We are seeking a professional and caring individual to join our team as a Personal Care Assistant for a male client with a spinal injury in Gloucestershire.Key Details:Minimum annual salary: £32,000 before tax, with potential to earn up to £39,000.2-week on, 2-week off live-in rota with 20 days of holiday per year.Responsibilities:Provide personal care and...

  • Personal Assistant

    3 days ago

    Cheltenham, Gloucestershire, United Kingdom Penderels Trust Full time

    About the RoleWe are seeking a dedicated and compassionate Personal Assistant to join our team at Penderels Trust. As a Personal Assistant, you will play a vital role in supporting an individual with a disability/illness to achieve their goals and live independently.Duties and ResponsibilitiesSupport and/or prompt with cooking/meal preparation and eating...

  • Personal Assistant

    3 days ago

    Cheltenham, Gloucestershire, United Kingdom Penderels Trust Full time

    About the RoleWe are seeking a dedicated and compassionate Personal Assistant to join our team at Penderels Trust. As a Personal Assistant, you will play a vital role in supporting an individual with a disability/illness to achieve their goals and live independently.Duties and ResponsibilitiesSupport and/or prompt with cooking/meal preparation and eating...

  • Personal Assistant

    3 months ago

    Cheltenham, United Kingdom JUICE RECRUITMENT Full time

    Juice Recruitment are excited to be working with a leading company based in the heart of Cheltenham in their search for a experienced Personal Assistant to join there friendly team. Day to Day: - Amending confidential legal documents - Compiling and indexing completion documents - Designing presentations using powerpoint - Organising international and...

  • Personal Assistant

    4 months ago

    Cheltenham, United Kingdom JUICE RECRUITMENT Full time

    Juice Recruitment are delighted to be supporting a fantastic organisation, with their search for a Personal Assistant to join their team on an initial temporary basis. This is an excellent opportunity for a Dynamic, forward thinking individual who is looking to excel their career. DAY TO DAY: - Diary Management and create appointments for business...

  • Personal Assistant

    3 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...

  • Personal Care Assistant

    1 month ago

    Cheltenham, Gloucestershire, United Kingdom Turning Point Full time

    Position OverviewIntroduction to the RoleAt Turning Point, our mission is to deliver exceptional, individualized support to enhance the lives of those we serve. We believe in empowering individuals to achieve their personal goals and live fulfilling lives.We welcome candidates from diverse backgrounds, whether you have experience in healthcare, mental...

  • Personal Care Assistant

    4 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Home Instead Full time

    About the RoleAs a Home Instead Care Assistant, you will deliver a high standard of care to our clients within their own homes. Your duties will be person-centred and reactive to the needs and requests of the client.Key ResponsibilitiesOffering dignified personal care, including assistance with daily living tasksSupporting clients with meal preparation and...

  • Personal Care Assistant

    3 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Home Instead Full time

    About the RoleAs a Home Instead Care Assistant, you will deliver a high standard of care to our clients within their own homes. Your duties will be person-centred and reactive to the needs and requests of the client.Key ResponsibilitiesOffering dignified personal care, including assistance with daily living tasksSupporting clients with meal preparation and...

  • Personal Care Assistant

    1 week ago

    Cheltenham, Gloucestershire, United Kingdom Penderels Trust Full time

    About the RoleDuties and ResponsibilitiesProvide personal care and support to individuals with disabilities or illnesses, including assistance with daily living tasks, meal preparation, and household chores.Support individuals to attend appointments, hospital visits, and other activities as needed.Assist with food shopping, cooking, and eating meals.Support...

  • Personal Care Assistant

    1 week ago

    Cheltenham, Gloucestershire, United Kingdom Penderels Trust Full time

    About the RoleDuties and ResponsibilitiesProvide personal care and support to individuals with disabilities or illnesses, including assistance with daily living tasks, meal preparation, and household chores.Support individuals to attend appointments, hospital visits, and other activities as needed.Assist with food shopping, cooking, and eating meals.Support...

  • Personal Care Assistant

    3 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Retain Healthcare Full time

    Transform Lives with Retain HealthcareWe are seeking a compassionate and dedicated individual to join our team as a Care Assistant. As a Care Assistant, you will play a vital role in delivering high-quality care and support to individuals in their own homes.About the Role:Provide personalized care and support to customers, promoting their independence and...

  • Personal Care Assistant

    5 days ago

    Cheltenham, Gloucestershire, United Kingdom Penderels Trust Full time

    About the RoleDuties and ResponsibilitiesProvide personal care and support to individuals with disabilities or illnesses, including assistance with daily living tasks, meal preparation, and household chores.Support individuals to attend appointments, hospital visits, and other activities as needed.Assist with food shopping and transportation to and from...

  • Personal Care Assistant

    5 days ago

    Cheltenham, Gloucestershire, United Kingdom Penderels Trust Full time

    About the RoleDuties and ResponsibilitiesProvide personal care and support to individuals with disabilities or illnesses, including assistance with daily living tasks, meal preparation, and household chores.Support individuals to attend appointments, hospital visits, and other activities as needed.Assist with food shopping and transportation to and from...

  • Personal Care Assistant

    3 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Alina Homecare Full time

    About the RoleAs a Care Worker with Alina Homecare, you will be responsible for providing high-quality care and support to our clients in their own homes. This is a rewarding and challenging role that requires a caring and reliable attitude, as well as excellent communication skills.Key ResponsibilitiesProviding companionship and social interaction to...

  • Personal Care Assistant

    3 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Alina Homecare Full time

    About the RoleAs a Care Worker with Alina Homecare, you will be responsible for providing high-quality care and support to our clients in their own homes. This is a rewarding and challenging role that requires a caring and reliable attitude, as well as excellent communication skills.Key ResponsibilitiesProviding companionship and social interaction to...

  • Personal Care Assistant

    5 days ago

    Cheltenham, Gloucestershire, United Kingdom beBee Professionals Full time £20,000 - £25,000

    Job Summary:We are seeking a compassionate and dedicated Care Assistant to join our team at beBee Professionals in Cheltenham. As a Care Assistant, you will play a vital role in providing support and direct care to our clients, enhancing their quality of life on a daily basis.Key Responsibilities:Assist clients with daily personal tasks, such as bathing,...

  • Personal Care Assistant

    5 days ago

    Cheltenham, Gloucestershire, United Kingdom beBee Professionals Full time £20,000 - £25,000

    Job Summary:We are seeking a compassionate and dedicated Care Assistant to join our team at beBee Professionals in Cheltenham. As a Care Assistant, you will play a vital role in providing support and direct care to our clients, enhancing their quality of life on a daily basis.Key Responsibilities:Assist clients with daily personal tasks, such as bathing,...