Personal Assistant to a Wealth Management Team

5 days ago


Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Description

The role of a Senior Personal Assistant is to provide high-level administrative support to a Financial Adviser in a Wealth Management team. The successful candidate will be responsible for ensuring the smooth day-to-day operation of the office and will work closely with the adviser to deliver excellent client service.

Key Responsibilities:

  • Diary management and email filtering to ensure efficient communication
  • Weekly statistics preparation and uploading to CRM and KPI platforms
  • Client servicing, including compliance, servicing, and scheduling reviews
  • Prospect servicing and managing multiple case management progress channels
  • Actioning tasks based on received information and preparing meeting packs

Requirements:

  • Demonstrable experience in building rapport and interacting with clients effectively
  • A driven individual with a focus on client service and leading a high-performance culture
  • Adaptability to change management plans and advocating business initiatives
  • Strong numerical ability to analyse financial data and performance metrics
  • IT technical proficiency, including Office 365

Working Arrangements:

This is an office-based role with free parking available on site. We offer a competitive salary package, reflecting the location and industry standards.



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