At a Glance
- Tasks: Support senior advisers and manage multiple priorities in a fast-paced environment.
- Company: Respected Financial Services practice with a focus on client satisfaction.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Perfect for organised individuals who excel in detail-oriented tasks.
- 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.
Location: Chichester
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 support to senior advisers
- Managing multiple priorities
- Attending client meetings
- Producing post-meeting summaries
- Documenting and completing follow-up actions
Personal Assistant employer: Solid Recruitment
Join a leading Financial Services practice in Chichester, where you will be part of a dynamic team that values professionalism and client satisfaction. With a strong emphasis on employee development, we offer comprehensive training and growth opportunities, alongside a competitive salary and benefits package. Our supportive work culture fosters collaboration and innovation, making it an ideal environment for those looking to make a meaningful impact in their careers.
