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 up to £35k plus benefits, depending on experience.
Key Responsibilities:
* Managing diaries and inboxes
* Uploading weekly meeting stats to CRM and KPI platforms
* Client servicing: compliance, scheduling reviews
* Prospect servicing and follow-up tasks
* Preparing meeting packs and completing basic voyant and expenditure questionnaires
* Adding investment funds to analytics and ensuring report accuracy
* Developing training programs with the Managing Director to address skills gaps
* Coordinating team training sessions
* Conducting quality checks on file notes
* Monitoring application processing times and resolving delays
* Handling issues and escalations beyond PA or Advisor scope
Required Skills and Experience:
* Proven ability to build rapport and interact effectively with clients
* Customer-focused with a drive for high performance
* Flexible and adaptable to change initiatives
* Highly organized with strong multi-channel management skills
* Strong numerical skills for analyzing financial data
* Confident in influencing senior stakeholders
* Ability to work independently and follow executive directives
* Leadership qualities to motivate and mentor team members
* Proficiency in Office 365 and IT skills
* Commitment to diversity and inclusion
* Understanding of wellbeing initiatives and promoting a positive team culture
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