Our client is seeking a Personal Assistant to join their team on a permanent basis. This will be hybrid working.
Responsibilities include (but not limited to):
• Manage and maintain the Wealth Manager's diary, including scheduling and coordinating meetings, calls, and appointments.
• Maintain oversight of the Wealth Manager’s inbox to ensure timely client responses.
• Manage action points from client meetings.
• General oversight and management of the Wealth Managers' client experience.
• Schedule and coordinate client review meetings ensuring compliance with Consumer Duty regulations.
• Prepare documentation and materials for client review meetings.
• Update Salesforce and internal business trackers with client meeting information and progress.
• Manage Letters of Authority, including submission and follow-ups, particularly for pension new business.
• Coordinate and send communications to prospective clients and manage follow-up activity.
• Process referrals for will writing and protection services, including group protection.
• Draft and send client holding emails and manage address updates as needed.
• Track and chase confirmations for investments, including lump sums, pension transfers, and cash ISA transfers.
• Process and monitor client withdrawals and contribution holiday requests.
• Submit changes to regular contributions via internal platforms.
• Update Client Financial Reviews (CFRs) following meetings.
• Event Coordination.
Skills and experience:
• Minimum 2 years' experience in Personal Assistant role.
• Experience with diary management and meeting coordination.
• High level of accuracy when managing schedules, documentation, and client communications.
• Able to handle sensitive information with professionalism and integrity.
• Proactive in identifying issues and implementing effective solutions independently.
• Willingness to adjust to changing priorities and support varying needs of the team or Wealth Manager.
• Competent in Microsoft Office (Outlook, Excel, PowerPoint, Word) and database management.
• Understanding of compliance and regulatory frameworks.
Only candidates with relevant experience will be considered.
For more information please send CV in to Tony Ward quoting job reference 16895TW.