At a Glance
- Tasks: Support the leadership team and ensure smooth daily operations in a financial planning firm.
- Company: Established financial planning firm with over 25 years of experience.
- Benefits: Starting salary up to £30,000, professional growth opportunities, and a modern office environment.
- Other info: Exciting career progression and a chance to make a real impact.
- Why this job: Join a dynamic team and pave your way to becoming a Financial Adviser.
- Qualifications: Minimum 2 years as a PA or Office Manager, preferably in Financial Planning.
The predicted salary is between 40500 - 49500 £ per year.
I am working with a growing, client-focused financial planning firm seeking a dedicated Personal Assistant to support the director and leadership team, whilst also making sure that day-to-day operations run smoothly and provide executive-level support.
My client has been established for over 25 years, covering everything from Financial Planning, Mortgage advice, and insurance. They are an appointed representative of a large-scale network.
- Provide high-level administrative support to senior financial planners and executives.
- Manage calendars, schedule meetings, and coordinate travel arrangements.
- Client account management.
- Office Management:
- Oversee daily office operations, ensuring a tidy, organised, and professional environment.
- Act as the point of contact for vendors, IT support, and building management.
- Maintain office supplies, equipment, and inventory levels.
- Greet and assist clients with professionalism and warmth, both in person and over the phone.
- Help coordinate team meetings, events, and staff communications.
Minimum 2 years in a PA, EA, or Office Manager role (Within Financial Planning).
Proficiency in all Microsoft Office programmes.
Excellent communication, time management, and multitasking abilities.
Social media management experience (Preferred).
Starting salary of up to £30,000 and benefits package.
Pathway progression all the way up to Financial Adviser.
Opportunities for professional growth and development.
A modern office environment in a central location.
Financial Planning PA in Sheffield employer: Recruit UK
Join a dynamic financial planning firm in Leeds that prioritises employee growth and operational excellence. With a strong emphasis on collaboration and innovation, we offer a hybrid working model, competitive salary, and a comprehensive benefits package, making it an ideal environment for professionals looking to make a meaningful impact in the financial services sector.
