Type of Position: Personal Assistant (Wealth Management experience only) - Horsham
Pay: £30k - £35k
Personal Assistant (Wealth Management experience only) - Horsham
Our client is seeking a PA to join their successful team in Horsham, Sussex. The role involves supporting the Managing Director and ensuring client requirements are met. The position offers a salary of up to £35k with benefits, depending on experience.
Key Responsibilities:
* Managing diaries and inboxes
* Uploading weekly meeting statistics to CRM and KPI platforms
* Client servicing: compliance, scheduling reviews
* Prospect servicing and task management based on received information
* Preparing meeting packs
* Completing basic voyant and expenditure questionnaires
* Adding investment funds to analytics
* Ensuring accuracy and consistency of reports
* Developing training programs with the Managing Director to identify skills gaps and training needs
* Liaising with the team to organize training sessions
* Conducting regular file note quality checks
* Reviewing application processing times and addressing delays
* Assisting with issues and escalations beyond PAs or Advisors
Required Skills and Experience:
* Proven ability to build rapport and interact effectively with clients
* Driven with a focus on client service and high-performance culture
* Adaptable to change management and business initiatives
* Highly organized, able to manage multiple case channels
* Strong numerical skills for financial data analysis
* Confidence to influence senior stakeholders
* Ability to work independently and follow C-Suite directives
* Motivational and mentoring skills for team leadership
* Proficient in Office 365 and IT skills
* Committed to promoting an inclusive and diverse team culture
* Understanding of wellbeing initiatives and fostering an open, considerate environment
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