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.

Only candidates with relevant experience will be considered.

For more information please send CV in to Tony Ward quoting job reference 16895TW.