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Sector: Admin / Secretarial / Office Support

Location: Berkshire

Type: Permanent / Full Time

Pay rate: £35,000 - £38000

Job Description – Personal Assistant to Director and Owner of the business
Office based - Wokingham 
Hours are Monday-Friday 09:00-17:30 (and 100% office based)
£35-£38K but there may be some flexibility on salary for the right candidate depending on experience

Our client specialises in the financial wellbeing of clients. The team have over 20 years of experience in the Financial Planning industry. They specialise in pensions and family wealth planning. Their mission is to give all of their clients financial security by offering the same high levels of service and giving situationally based advice, that is entirely focused upon individual needs and requirements.
They offer high quality advice rather than maintaining a high number of clients, offering a personal service .They are a growing company so expect the very highest level of commitment to their clients from all of their staff.

Competence and Role
Working in collaboration with the company Director as well as the Administration team, you will keep the customer at the heart of everything you do while working as both part of a team and independently. You will have the ability to problem solve and use your own initiative, being highly proactive and organised at all times.
Excellent time management is key and relationship building will allow you to fully achieve your potential in this role. You may be included in management meetings and have access to highly secure information so confidentiality is a must.
The role will involve promoting the company’s services in a professional and FCA compliant manner.

Core Duties and Responsibilities:
• Personal Assistant support, act as a first point of contact for the Director of the company and other senior stakeholders
• Act as the gatekeeper to the directors for external stakeholders, partners and clients
• For agreed stakeholders; screen and respond to e-mails and telephone calls, provide e-mail management support including management of meeting requests and organisation & filtering of e-mails.
• Book internal and external meetings as well as client and prospect meetings
• Provide diary management support for the Director as appropriate, including arrangement of client and prospect meetings, accepted and declined meetings, act as gatekeeper’ to meeting requests, ensuring adequate time allocation for any travel time for meetings and all information is received in a timely manner before meeting.
• Organise occasional client events/conferences by liaising with external vendors to ensure the smooth running of the event.
• Produce, collate information, organise and ensure the distribution of papers/reports in advance of meetings.
• Follow up on agreed action items from meetings.
• Produce accurate correspondence including letters, memos, and facsimiles on behalf of the relevant team members, including dealing with routine correspondence and enquiries.
• Arrange end to end business travel.
• Maintain business specific reports where required.
• Minute taking
• Process expenses for agreed stakeholders.
• Attend meetings and team briefs.
• Take the initiative to identify and resolve problems as they arise to facilitate the smooth running and continuity of business.
• Act as an ambassador for the relevant team members both internally and externally particularly during times of their absence from the business whilst ensuring that they are fully appraised of any important developments.
• Manage ad hoc tasks/projects as requested by the team.

Education, Qualifications & Training
• Education and Qualifications Educated to ‘A’ level/High School graduate or
• Professional secretarial qualifications desirable

Key Skills
• Excellent communication skills, both verbal and written
• Advanced in all Microsoft Office programs and able to mail merge for emails/group
• Motivational skills, team worker as well as able to work on own initiative.
• The ability to manage time, meet deadlines and prioritise.
• Excellent understanding of organisational processes
• Knowledge and proven Personal Assistant experience
• Experience of arranging travel plans and itineraries.
• Experience of minute/note taking in meetings.
• Aptitude and Disposition Outcome focussed, self-motivated, flexible and enthusiastic.
• Professional approach to successfully interact with external suppliers and clients
• Completes work to deadline.
• Proactive competencies concern for quality
• Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)

Knowledge & Experience
• Experience of maintaining good working relationships in the delivery of financial advice services or similar environment
• ability to assess information, make comparisons and identify critical features
• Ability to acquire update and apply new skills and knowledge
• Set own goals and want to deliver agreed targets

This is an immediate requirement, so if you are interested in the position – or even finding out more information
– please do not hesitate to APPLY today!

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