Job Description

Our client is looking for an experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistance and client servicing to the senior Financial Planner. As Personal Assistant, you will be required to provide full time administrative support to the designated Adviser and the wider office where necessary. You will be required to report to the Practice Manager. This will be an office based role in Mayfair, London.
Responsibilities:

• Preparation of Meeting files - New and Review
• Diary management of allocated Adviser/Advisers
• Appointment making
• General oversight and management of the client experience and servicing for your dedicated Adviser - inclusive of management of client review list
• Professional Client interaction and dealing with client enquiries - phone/email/letter/face to face
• Responding to emails
• Building and maintaining professional relationships with clients and colleagues
• Liaising with external providers and companies via way of letter and telephone
• Preparation of business submission files to pass to paraplanning team
• Ensuring compliance documentation is completed and files correctly and in line with legislation
• File note/Contact record maintenance
• Processing of withdrawal of funds
• Processing of fund switching
• Letter writing to clients
• Prioritise workload to ensure that all urgent work is actioned in a timely manner
• Ensure all relevant processes and actions are completed in a timely effective manner to support other members of the team
• Be involved and contribute at team meetings
• Provide cover for other team members upon request as per the business need
• Keeping up to date with evolving procedures and systems - internally and externally
• Scanning and processing of client documentation
• Answering of Incoming office calls
• Monitoring and Management of email inbox and various other inboxes
• Admin of specific office/team projects
• General wider office duties
• Organising client events

Ideally You Will Have:

• Previous experience in PA Role (or similar), ideally in financial services or related sector but not essential
• Genuine interest in Financial Services & sustainable investing
• High level of attention to detail
• Highly organised
• Excellent written and verbal communication skills
• Excellent IT Skills
• Team player
• Approaches work positively with a can-do attitude and take responsibility for own tasks
• Manages time effectively with the ability to multitask
• Works well as an individual and also as part of a large team
• Open to change with a creative approach to problem solving

If you are interested in applying for this position then please forward a copy of your CV to

Skills Required