At a Glance
- Tasks: Support senior advisers with admin tasks and client communications in a fast-paced environment.
- Company: Respected Financial Services practice known for its supportive culture.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Perfect for organised individuals who thrive on multitasking and attention to detail.
- Why this job: Join a dynamic team and make a real difference in client relationships.
- Qualifications: Experience in Financial Services or similar regulated environments is a plus.
The predicted salary is between 30000 - 35000 £ per year.
- Personal
- Assistant
Salary: £30,000 - £35,000 plus Benefits (DOE) About the Role Our client, a well-established and highly respected Financial Services practice, is seeking an experienced and proactive Personal Assistant to provide comprehensive support to senior advisers and the wider team.
This is a varied and fast-paced role that would suit an organised professional who thrives on managing multiple priorities, has exceptional attention to detail, and is comfortable working within a client-focused environment.
Previous experience within Financial Services, Wealth Management, Financial Planning, or a similar regulated environment would be highly advantageous.
A key aspect of the role will involve attending client meetings, producing detailed and accurate post-meeting summaries, and ensuring all follow-up actions are documented and completed efficiently.
Key Responsibilities Executive Administrative Support Provide day-to-day support to senior advisers and directors.
Manage diaries, appointments, and meeting schedules.
Organise client meetings, including preparation of documentation and meeting packs.
Handle correspondence, telephone enquiries, and client communications professionally and confidentially.
Coordinate travel arrangeme...
Personal Assistant employer: Solid Recruitment Solutions
Join a well-established Financial Services practice in Chichester, where you will be part of a dynamic team that values professionalism and client satisfaction. With a competitive salary and benefits package, this role offers excellent opportunities for personal growth and development in a supportive work culture that encourages collaboration and innovation. Experience the unique advantage of working in a thriving environment that prioritises employee well-being and career advancement.
Contact Details:
Solid Recruitment Solutions Recruitment Team
