Personal Assistant

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.