PA to CEO - Financial Services

To provide high quality support to the CEO. This is an important role where the job holder is often considered to be the voice and the face of the CEO both internally and externally. Being able to think independently, work through problems systemically and calmly and being able to communicate effectively are key parts of the role.

Key Duties:

• To act as first point of contact for clients and colleagues, knowing which issues and queries need to be referred to the CEO
• To control and manage the CEO’s diary
• Prep information and documentation for scheduled meetings.
• Ensure that action points from meetings are diarised and actioned accordingly.
• Order Valuations/Wealth Reports as required.
• Ensure the administration of the CEO’s portfolio is exemplary
• Occasional support as required by the MD
• Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.
• Contact clients and book review meetings, send confirmation letters/emails
• Prepare meeting packs for CEO.
• Monitor / chase for the return of meeting notes
• Meet & Greet CEO’s clients’ when meetings are held onsite
• Give any Letters of Authority bought back from client meetings to relevant Admin who co-ordinate the Letters of Authority system.
• Process change of address requests via the MyPractice system.
• Notify any Death claims via MyPractice and follow Practice Guidelines through to completion.
• Deal with any documentation received in relation to CEO clients and advise as necessary.
• Deal with any withdrawal requests in accordance with practice guidelines.

Skills & Experience:

• Similar senior experience working with Financial Services or within a FCA regulated environment (highly desirable)
• Similar senior experience working within a professional services environment
• Ability to work effectively and efficiently in a fast moving and changing business environment.
• Developed interpersonal skills and a professional and warm client facing manner.
• Ability to relate to the pressures on the CEO and ensure an effective and efficient two-way relationship
• Team Player
• Professional and warm telephone manner.

Other Information:

• The hours are Monday - Friday 9am - 5pm- 35 hours a week
• Holidays - 25 Days Holiday, plus Bank Holidays and if your birthday falls on a working day you are given the day off.
• Benefits include: Company Pension, Private health scheme after 1 year service, Death in Service benefit.
• Exams paid if you wish to pursue further qualifications

Please note that due to a high volume of applications across all our adverts we are only able to respond to those who have been short-listed. If you haven’t had a response within 48 hrs