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Personal assistant

Birmingham (West Midlands)
Succession Wealth
Personal assistant
Posted: 7 July
Offer description

Fixed Term Contract - 8 months with potential for extension

Hybrid working, typically 2 days per week from our central Birmingham office (flexibility required)

Highly competitive salary + excellent benefits (see below)

About Us

Succession Wealth began as a start-up in 2009 and has since grown into one of the UK’s leading independent Financial Planning and Wealth Management businesses. Now part of the Aviva Group, with over 900 employees and 200 Wealth Planners, we deliver financial services to both individuals and corporate clients across the UK.

We currently have an exciting opportunity for a highly organised individual to join us as a Personal Assistant to support our Executive Team.

The Role

As a Personal Assistant working closely with a dedicated team, you will provide comprehensive and high-quality assistance to our senior management, helping them achieve the company’s business development goals and corporate aims. Your role will involve a range of activities, including:

1. Maintaining diaries, to ensure smooth planning of the Executives’ meeting commitments, along with coordination of administrative and travel time required to complement this.
2. Co-ordination of meetings, including arranging facilities, and organising catering requirements, preparation of supporting paperwork, including agendas, handouts and minutes. Maintaining communications to ensure participants are kept informed and disseminating relevant information.
3. Assisting with Executives’ reporting, ensuring deadlines are adhered to.
4. Organising travel arrangements for the Executive Team, taking all transport into consideration and producing informative itinerary.
5. Receiving, processing, distributing and filing accurately correspondence and necessary documents.
6. Providing when necessary high-quality secretarial service including occasional minute taking at relevant meetings.

About You

7. At least 1 year of experience in PA, secretarial or high-level customer service.
8. Strong communication skills, with the ability to interact effectively with people at all levels.
9. Exceptional attention to detail.
10. Advance knowledge of Microsoft Office Suite, including Outlook, Excel, PowerPoint and Word.
11. Ability to think quickly and make decisions under pressure, using your initiative and business knowledge.

If you’re ready to join a dynamic and supportive team, we would love to hear from you!

What We Offer

In return, you can expect a competitive salary, annual pay reviews, and performance-linked increases, as well as an attractive range of benefits, including:

12. 25 days annual leave (increasing with service), plus bank holidays and additional days for Christmas closure.
13. A generous company pension scheme with a significant employer contribution.
14. Flexible, family-friendly working arrangements to promote work-life balance.
15. Company sick pay.
16. Enhanced maternity, paternity, and adoption pay.
17. Up to 40% discount on Aviva Insurance & Investment products.
18. £465 towards home office equipment.
19. Group Life Assurance Scheme (8x salary).
20. Access to a Benefit Hub with discounts on shopping, dining, holidays, and more.
21. Health benefits such as eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP services, Mental Health and Nutrition sessions, and an Employee Assistance Programme.
22. Voluntary benefits including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness Cover, and Health Screening.
23. Support for professional exams and study days.
24. Charity Days.
25. Company events.

Wellbeing Support

Our Wellbeing Committee is dedicated to supporting our colleagues in all aspects of their wellbeing, with offerings including:

26. Employee Assistance Programme with 24/7 support.
27. Access to mental health first aiders.
28. Menopause support.
29. Parental and compassionate leave.
30. Wellbeing Library and Hub.
31. Aviva DigiCare and Workplace.
32. Bereavement Helpline.

Career Development

We are committed to supporting your career development, offering:

33. Sponsorship for relevant professional exams and study leave.
34. Funded apprenticeships in areas like business administration, leadership & management, and accounting & finance.
35. Access to Insights Discovery, a psychometric tool to improve team dynamics and performance.
36. Clear career progression pathways and internal job opportunities.
37. A vast selection of free courses through our Learning Management System.

Our Commitment to DE&I

Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees, we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.

We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.

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