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- Tasks: Support a senior Financial Planner with admin tasks and client interactions.
- Company: Join a dynamic financial services team in the heart of Mayfair, London.
- Benefits: Enjoy a competitive salary and the chance to grow in a vibrant office environment.
- Why this job: Be part of a supportive team, enhance your skills, and make a real impact in finance.
- Qualifications: Previous PA experience is a plus; strong communication and organisational skills are essential.
- Other info: Office-based role with opportunities for professional development and teamwork.
The predicted salary is between 28000 - 32000 £ per year.
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 sam@artemisrecruitment.co.uk.
Personal Assistant (SJP) - London employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
sam@artemisrecruitment.co.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Assistant (SJP) - London
✨Tip Number 1
Familiarise yourself with the financial services sector, especially sustainable investing. This knowledge will not only help you understand the role better but also impress your potential employer during discussions.
✨Tip Number 2
Practice your communication skills, both written and verbal. As a Personal Assistant, you'll be interacting with clients and colleagues regularly, so being articulate and professional is key.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. This will demonstrate your ability to handle the diverse responsibilities of the role.
✨Tip Number 4
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with others in the field, which could lead to valuable insights and opportunities.
We think you need these skills to ace Personal Assistant (SJP) - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Personal Assistant, especially in financial services. Emphasise skills like diary management, client interaction, and administrative support.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your organisational skills and attention to detail.
Highlight Relevant Skills: In your application, focus on key skills mentioned in the job description, such as excellent communication, IT proficiency, and the ability to multitask. Use examples to illustrate these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Organisational Skills
As a Personal Assistant, being organised is key. Prepare examples of how you've successfully managed multiple tasks or projects in the past. This will demonstrate your ability to handle the demands of the role effectively.
✨Demonstrate Attention to Detail
Highlight your attention to detail during the interview. You might want to mention specific instances where your meticulousness has led to successful outcomes, especially in administrative tasks or client interactions.
✨Prepare for Client Interaction Scenarios
Since the role involves professional client interaction, be ready to discuss how you would handle various client scenarios. Think about how you would respond to inquiries or manage client expectations, showcasing your communication skills.
✨Research the Company and Financial Services
Familiarise yourself with the company and the financial services sector. Showing genuine interest in sustainable investing and the company's values can set you apart from other candidates and demonstrate your commitment to the role.
