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About the job
Personal Assistant to Financial Adviser
Were looking for an experienced Personal Assistant to support one of our Financial Advisers. This is a fantastic opportunity for someone to work closely alongside a Financial Adviser, helping them provide a seamless service to new and existing clients.
You must have experience in a similar role and be able to demonstrate excellent organisational and administrative skills, including a good working knowledge of all Microsoft packages. Professionalism and confidentiality are key, as is the ability to think ahead and forward plan. You should also be motivated by working in a peoplecentric business where developing and maintaining professional relationships with colleagues and clients is essential.
The position would ideally suit a dynamic individual who has experience working within a Financial Adviser practice, as there will be a requirement to deal with a variety of tasks, necessitating a good level of financial services acumen. Alongside this were looking for someone who is numerate, works well under pressure, can handle a challenging workload, is adaptable and enjoys working in a fastpaced environment.
What will I be doing in the role?
Manage incoming calls and emails for the Adviser
Make appointments for new and existing clients, annual reviews and other meetings as required.
Prepare recommendations/reports that account for clients circumstances and needs.
Implement actions, such as changing existing investment holdings, as directed.
Providing client support required via phone, email or post.
Attend external events with the Adviser where required
Maintaining and organising the Advisers diary
Set up client files and filing.
Produce client specific illustrations.
Update client holdings, valuations, obtain share values, use analytics.
Analyse and interpret financial and other data and produce relevant reports.
Maintain detailed and accurate records.
Interpret instructions and issues arising and then implement actions according to administrative policies and procedures.
Adhere to stated policies and procedures relating to quality management.
Greet clients who visit the office.
Any other tasks as required as part of a varied role reporting to the Managing Director.
What do we look for in this role?
Someone who is passionate about Financial Advice.
A person who is dynamic, positive, outgoing, professional and confidential in undertaking all aspects of their role.
Candidates must be articulate, numerate, well presented and used to dealing with people at all levels.
Someone that is comfortable dealing with a wide variety of tasks, often relating to different businesses to tight deadlines.
A team player, who is comfortable working closely with the Adviser, but is equally comfortable working on their own.
What are the benefits?
In addition to a competitive salary, you will benefit from a significant focus on your own personal development, with the right candidate being provided with the opportunity to have a significant input into how their role develops. In conjunction with this we offer:
A competitive Salary
A modern, comfortable working environment with kitchen and gym facilities
28 days holiday (including bank holidays), rising to 31 after 5 years service
Private Medical insurance
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.