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Our client is looking for a PA to join their successful team in Horsham, Sussex. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £35k with benefits, depending on experience.
Specific Activities Include:
* Diary and inbox management
* Weekly stats – meetings to be uploaded to CRM and KPI platforms
* Client servicing: compliance, servicing and scheduling reviews
* Prospect servicing –
* Actioning any tasks on back of info received
* Meeting packs –
* Complete a basic voyant and include expenditure questionnaire
* Add investment funds to analytics
* Ensuring accuracy and consistency of reports
* Developing a training programme with Managing Director to identify key skills gaps and training needs for all members
* Liaising with team to arrange training
* Conduct regular spot checks on file notes to ensure quality and consistency
* Review length of time for applications processing addressing any issues of delays
* Help with addressing issues and escalations that cannot be addressed by PAs or Advisors
Key Skills / Experience:
* Demonstrable experience of building rapport and interacting with clients effectively.
* A driven individual with a focus on client service and leading a high-performance culture.
* Adaptable to change management plans and advocate to business initiatives.
* Highly skilled and organised to manage multiple case management progress channels.
* Strong numerical ability to analyse financial data and performance metrics.
* Confidence and ability to influence senior stakeholders.
* Ability to work autonomously as well as follow direction from C-Suite directives.
* Motivate and mentor team leaders towards business efficiency.
* IT technically proficient including Office 365.
* Committed to advocating and encouraging an inclusive and diverse team culture.
* Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture
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