Hiring Now: Personal Assistant Near You – Apply Today!
Your Next Personal Assistant Job Starts Here – Apply Now!
Personal Assistant
Job Posted: 10 minutes ago
Salary: £ Competitive
Job Type: Permanent
Location: City and County of the City of London
Expire in: a month
Job Description
Our client is seeking a Personal Assistant to join their team on a permanent basis. This will be hybrid working.
Responsibilities include (but not limited to):
• Manage and maintain the Wealth Manager's diary, including scheduling and coordinating meetings, calls, and appointments.
• Maintain oversight of the Wealth Manager’s inbox to ensure timely client responses.
• Manage action points from client meetings.
• General oversight and management of the Wealth Managers' client experience.
• Schedule and coordinate client review meetings ensuring compliance with Consumer Duty regulations.
• Prepare documentation and materials for client review meetings.
• Update Salesforce and internal business trackers with client meeting information and progress.
• Manage Letters of Authority, including submission and follow-ups, particularly for pension new business.
• Coordinate and send communications to prospective clients and manage follow-up activity.
• Process referrals for will writing and protection services, including group protection.
• Draft and send client holding emails and manage address updates as needed.
• Track and chase confirmations for investments, including lump sums, pension transfers, and cash ISA transfers.
• Process and monitor client withdrawals and contribution holiday requests.
• Submit changes to regular contributions via internal platforms.
• Update Client Financial Reviews (CFRs) following meetings.
• Event Coordination.
Skills and experience:
• Minimum 2 years' experience in Personal Assistant role.
• Experience with diary management and meeting coordination.
• High level of accuracy when managing schedules, documentation, and client communications.
• Able to handle sensitive information with professionalism and integrity.
• Proactive in identifying issues and implementing effective solutions independently.
• Willingness to adjust to changing priorities and support varying needs of the team or Wealth Manager.
• Competent in Microsoft Office (Outlook, Excel, PowerPoint, Word) and database management.
• Understanding of compliance and regulatory frameworks.
For more information please send CV in to Tony Ward quoting job reference 16895TWBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Personal Assistant job near me in City and County of the City of London! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).