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Personal Assistant ( Entry Level Role)
Are you a highly organised, efficient, and communicative individual ready to kickstart an exciting career journey? Look no further as we have the perfect role for you!..
Woking -Central
£23-25k (DOE) plus 25 days holiday +BH, Pension, Hybrid Working, Progression Opportunities, Study support & So much more!!
Monday -Friday ( 9am -5pm)
Interviewing: ASAP
We are currently supporting a leading financial services organisation, dedicated to providing exceptional services to their high-net-worth clients. With a strong focus on professionalism and efficiency, they are seeking a skilled Personal Assistant to join their dynamic team.
As a Personal Assistant, you will support designated advisers, ensuring smooth daily operations and providing professional service to clients.
This is an exciting opportunity to work in a dynamic environment and make a valuable contribution to the team!
No previous experience is required for this role as full training will be provided.
Responsibilities:
- Prepare client meeting packs and assist with meeting coordination.
- Welcome and assist visitors, ensuring a positive experience.
- Manage diaries for designated Advisers, coordinating appointments efficiently.
- Handle phone calls and respond to emails promptly and professionally.
- Organise off-site meeting rooms and arrange transport and accommodation for advisers.
- Coordinate client lunches, making restaurant reservations or arranging catering.
- Attend team and departmental meetings, contributing to discussions as required.
- Support designated Advisers with expense claims.
- Perform general administrative tasks such as setting up service propositions and tracking leads.
- Collaborate with the accounts department on invoices and expenditure.
- Assist the Executive PA with company events and day-to-day office operations.
- Organise the Quarterly Staff Meeting, including agenda and minutes.
Skills/ Experience:
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams).
- Approachable and professional demeanour.
- Strong interpersonal skills for effective communication with high-net worth clients.
- Team player with enthusiasm and ability to work with colleagues at all levels.
- Excellent written and verbal communication skills.
- Strong prioritisation skills and ability to work efficiently
- Experience with CRM software such as Intelliflo. (Desirable)
- Knowledge of IFA office procedures and compliance (Desirable)
- Degree-level education.
If this role sounds of interest then apply now or contact Annie, or call
We look forward to hearing from you soon!
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
