This is the full information available for the job you have selected. Should you wish
to apply for this position click on the apply now link to add to your
list of selected jobs.
Negotiable
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 Managers 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 at tonyward@bhal.co.uk quoting job reference 16895TW.
|
apply now
new search
<return to list
email to a friend
more jobs like this
alert on jobs like this
|
|
|
