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Pa

2 weeks ago

Mansfield, United Kingdom Search Consultancy Full time

**Personal Assistant**
Mansfield
£25-35K
Hybrid Role
Amazing opportunity to join a growing Financial Services business in an exciting period of growth, who are always on the lookout for talented and driven people to join their team. The client has commitment to personal and professional development and couldhelp you shape your ideal career.
If being part of a value-based organisation that believes in investing and developing people is of interest, please get in touch with me.
Job role
- Build strong, professional, lasting relationships with the Financial Planner and your colleagues.
- Agree personal responsibilities with the Financial Planner at outset reaching mutual agreement on how you will work together.
- Manage the Financial Planners diary and ensure that all meetings (initial and annual review) are booked in good time with the customer and ensure they are provided with all of the required information/paperwork (including valuations) prior to each meeting.
- Prevent the Financial Planner from getting involved in tasks that do not require their input, leaving them to focus on meeting their customers' needs and generating income for the business.
- Adopt a collaborative and can do approach when dealing with all colleagues across the business.
Wealth Management Administration
- Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries.
- Ensure all iO Lead and Client/Plan data and appropriate Opportunity/ServiceCase/Tasks are accurate and collating information in line with Financial Planner's requirements.
- Process all new business ensuring all transactions are tracked through to accurate and timely completion.
- Create and update client platform account records.
Work Experience:

- Previous experience of working in a similar role
- Extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
- Experience of delivering accurate, relevant and timely information
Desirable:

- Experience of working in a small to medium sized financial services environment
- Experience of using iO back office system
- Experience of working with a Discretionary Fund Manager
Skills & Qualifications:

- Strong interpersonal, communication and customer service skills
- Excellent diary management, planning and organisational skills
- Excellent accuracy and attention to detail
- Proven ability to work on own initiative
- Excellent telephone manner