PA (Personal Assistant)

Location

Solihull, West Midlands | United Kingdom

Job description

Job Title: PA (Personal Assistant)

Industry: Wealth Management

Location: Solihull

Salary: Up to £40,000 (higher salary negotiable)

Job Reference: 7808

Job Description:

Recruit UK is working on an exciting opportunity to join a well-established and prestigious financial planning company, in Solihull.

They specialise in providing advice to a niche area of professionals and have solid relationships with all of their clients, providing their clients with long-term support and advice. They pride themselves on their expertise in their field and the quality and service they can offer their clients.

They are now seeking a PA (personal assistant) to join the existing team due to the growth and support of one of their senior advisers.

Duties will include:

• Providing ongoing support to a senior adviser
• General administration, including business processing, updating databases, scanning and postal duties
• Day-to-day diary management
• Client query management and liaison
• Basic report writing (managing processes from cradle to grave)
• This role is a varied and interesting role, offering a long-term career opportunity.

Benefits:

• Up to £40,000 (salary negotiable dependent on experience)
• 23 days holiday plus bank holidays
• Generous company pension
• On-site parking
• Career professional development
• Support with exam study

Skills and experience required:

• Previous PA experience (or a variety of sales support duties)
• Experience having worked in a wealth management firm
• Exposure to Intelligent Office is desirable
• Excellent written and verbal communication skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established wealth management firm based in Solihull on a PA (personal assistant) role.

Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the job market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Job tags

Salary

£40k per annum