Job Description
We here at Siamo Recruitment are proud to working with one of South Wests leading wealth management firms. Due to continued success and an exciting re-structure our client are looking to hire an Personal Assistant.This is the perfect opportunity for an individual with financial services exposure looking to broaden their knowledge and see their work make a true difference.As thePersonal Assistant you will be working with directly with the senior management team and FAs to deliver leading products across the UK.Within this role it will offer you the chance to be the bond between all departments and work with high net-worth individuals where customer experience should be at the heart of what you do.What does our clients benefits scheme include?Up to a 20% annual bonus scheme (performance based)Professional investment plans for relevant courses, exams and industry training materials25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)Annual salary reviewsPrivate medical insurance and life cover availableRecruitment referrals bonusHybrid working offering 2 days from home post probationEarly finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthdayFree on-site parkingThisPersonal Assistantrole will hold the below responsibilities:Being first point of contact for the companies enquiriesManaging a customer base updating on stages and resolving queriesBooking of client meetings, webinars, travel and team eventsAttending meetings with advisors supporting and providing guidance where requiredManaging all post sign up administrationUpdating of customer records via CRMManagement of enquiry emails and responsesThe ideal candidate for this Personal Assistant role will hold the below experience, skills and qualifications:Previous administrative experience is essentialPrevious experience dealing with customer via the phone, email and face to facePrevious experience within financial services is advantageous (banking, investment, insurance or wealth management)Microsoft Office proficient with exposure using CRMs and ZoomExcellent communication skills with the ability to converse with all levelsAttentive with an eye for detailFull UK Driving License and Own VehicleINDCIRPATPBN1_UKTJ
