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Personal Assistant

4 months ago

Leatherhead, United Kingdom CV Elite Full time

**Personal Assistant to the CEO. **I am recruiting a PA to support the Chief Executive Officer of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22). The successful Personal Assistant will have the diligence and skills required to make a significant contribution to, and become a highly valued team member of, this small, aspirational and client focused financial planning firm.

**Salary and Benefits**: up to £35,000 (dependant on experience) + benefits including 25 days’ holiday (increasing with service) + bank holidays + generous employers pension contribution + critical illness cover, income protection benefit, life insurance, company away days etc. We are also happy to facilitate home working for 1 day a week.

**The Company**:Citywide Financial Partners are an expanding and progressive company who invest in, value and support their team. Established in 2004 they have enjoyed significant growth over the last 5 years, based on their reputation for excellence, their integrity and total professionalism and going the extra mile for their clients. They provide a lifestyle and goals based financial planning service for over 185 families, translating frequently complex financial planning cases into workable solutions, and have over £200 million of assets under management.

Personal Assistant (PA), **Responsibilities**:

- Diary management to include scheduling client and other professional meetings and calls; internal meetings; and personal meetings and appointments.
- Booking appointments for the other Financial Planners.
- Dealing with regular client correspondence and calls.
- Preparing client letters.
- Making travel and accommodation arrangements.
- Coordinating memberships and client events.
- Ordering and sending client cards and gifts.
- Recording all communications on CRM system.
- Tracking and preparing claims for the Director’s credit card and cash expenses.
- Transcription of meeting minutes.
- Occasional attendance at client meetings.
- Some personal support e.g. car servicing, family presents and holiday bookings.
- Assisting with day-to-day office administration.

Personal Assistant (PA), **Skills and Experience**:

- Significant PA and professional administration experience, ideally gained in a professional services environment.
- Self-motivated and highly proactive with excellent organisational and time management skills and the ability to prioritise and respond efficiently to multiple requests.
- Calm under pressure and energised by a varied and busy working day.
- Exceptional attention to detail, both in the production of documentation and record keeping.
- Excellent communication skills, in writing, on the phone and face to face, with the confidence to communicate effectively at all levels.
- A professional manner and a positive attitude, with the ability to work well in a team and independently
- Intelligent, highly numerate and IT literate (MS Office projects, CRM systems etc.), confident with embracing new technology
- Preferable but not essential - experience in audio dictation.

Dawn O’Shea is the recruitment partner, recruiting the Personal Assistant (PA) directly on behalf of Citywide so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone week commencing 9th January, to discuss the role and your requirements in more detail.

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

**Salary**: Up to £35,000.00 per year

**Benefits**:

- Company events
- Company pension
- Flexitime
- Free parking
- Life insurance
- On-site parking
- Private medical insurance
- Sick pay
- Work from home

Schedule:

- Day shift
- Monday to Friday

Work Location: One location

Reference ID: PA