Personal Assistant

4 days ago

Sheffield, United Kingdom Lime People Search & Select Ltd Full time

My client is a leading Independant Financial Advisory firm based in Sheffield. Providing sound Financial Advice to both businesses and individuals surrounding Pensions, Investments, Retirement / Estate planning.

We urgently require a PA to cover Maternity for a 9 month period. You will be responsible for:

- Managing the directors diary to a professional standard
- Process the payroll of the staff on Sage Online
- Deal with the new starter paperwork and P45s and P60s and any other HMRC correspondence as well as paying the PAYE on time every month
- Monitor the accounts for the business such as the sales and purchases day books and chase any outstanding commissions due to us.
- Help the Director with any FCA communication such as complaints or GABRIEL reporting
- Create client packs for the director to take out such as new business or annual reviews. Be able to fill in the relevant paperwork and process transfers of pensions etc.
- You will be the first point of contact for the directors clients so will need a friendly yet professional approach.
- Chase any outstanding cases for the director and deal with any issues that arise such as if paperwork wasn’t filled in correctly

We require someone with great organisational skills, with experience working within an Administration environment, ideally with previous experience working as a PA. It would be ideal and to your advantage if you are working within the Financial Servicesor Financial Advice industry, or have any knowledge of Investments and / or pensions. It would also be to your advantage is you have any experience with SAGE accounting software.

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