Personal Assistant

2 weeks ago


Wellington, United Kingdom Finlink Ltd Full time

An excellent opportunity to join a well-established firm of Financial Consultants who are based in Wellington. This company is directly authorised and specialise in providing advice in pensions, investments and tax planning.

The firm are now in a position to appoint a new Personal Assistant to join their established team. The role will involve working directly with the Managing Director of the business helping to ensure the smooth running of the business.

The Role:

- Supporting the Managing Director of the business
- Arranging travel / accommodation and occasionally travelling locally to take notes / or provide general assistance
- Organising meetings, liaising with clients, suppliers and other staff
- Organising diaries, making appointments and producing documents and briefing papers.

How will we help?
- Training will be provided enabling you to develop
- You will be working with an experienced team who can provide guidance.

Required Skills and Qualifications:
Essential
- Experience of working within a financial services-based role, ideally within a Financial advisory / Wealth management firm
- The ability to demonstrate excellent IT skills and the ability to learn new ones
- Attention to detail and the ability to solve tasks
- Excellent organisational skills with the ability to work under pressure and prioritise tasks
- Confident communication skills and comfortable dealing with clients, providers and management
- Acting with integrity at all times with a clear understanding of the importance of discretion.

**Benefits**:

- Salary of up to £29,000 depending on experience
- 25 days holiday + bank holidays
- The ability to purchase up to 5 days additional holiday after 2 years’ service
- Employer pension contribution
- DIS Cover provided.

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

**Salary**: £26,000.00-£29,000.00 per year

**Benefits**:

- Company pension
- Financial planning services

Schedule:

- Monday to Friday
- No weekends

Application question(s):

- Do you have experience of working within Financial Services?

Work Location: In person

Reference ID: 12545981534



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