Eventus Recruitment Cheshire are seeking an experienced Personal Assistant to the Financial Planning Director for a business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, Pension, and some flexible working options. This job presents an excellent opportunity for a Personal Assistant (PA) with experience in the Financial Planning space to develop their career with an organisation which has a high retention rate of their staff and encourages development.
Role Responsibilities:
The successful Personal Assistant will be working directly for the Director and some of the duties within this job will include:
- Ensure prompt and thorough responses to all forms of communication, including phone calls, emails, and letters.
- Skilfully manage and organise both professional and personal schedules, adeptly arranging appointments.
- Actively engage in meetings, recording minutes and distributing relevant materials to participants.
- Coordinate travel arrangements for both business and personal purposes.
- Compile and prepare meeting materials such as packs and reports.
- Ensure effective communication channels and nurture relationships with internal and external stakeholders, acting as a primary liaison for Directors and Wealth Managers.
- Ensure business processes run smoothly, delivering essential administrative support to Directors and Wealth Managers.
- Contribute to event planning efforts while upholding strict standards of confidentiality and professionalism.
Person Specification
The incoming Personal Assistant will have previous experience working in an IFA Practice / Financial Planning firm. In addition, you will be competent with using various software packages. You will also have:
- Excellent communication skills
- Ability to build and maintain excellent working relationships
- Ability to multitask effectively
- Excellent organisational skills
- Excellent team working ability
- Adaptability and flexibility
- Ability to problem solve and work on own initiative
Benefits and Rewards
As the Financial Personal Assistant to the Financial Planning Director you will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits:
- 25 days holiday plus bank holidays.
- Some flexible working options
- Excellent Pension
- Study support
About the Company
This job opportunity is within an established Financial Planning Firm in Knutsford, Cheshire. They specialise in retirement planning work, investments, and corporate advice. The firm is always looking for talented individuals who want to be rewarded with excellent development and progression prospects.
Next Steps
Apply now if your skills and experience align with this Personal Assistant to the Financial Planning Director job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire via email at Duncan.mcilroy@eventusfinance.com or phone 07950 472 004 for a confidential discussion.
If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.
The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.