Personal Assistant (PA)

My client is a leading Independent Financial Advisory firm based in Leeds, providing sound Financial Advice to both businesses and individuals surrounding Pensions, Investments, Retirement / Estate planning.

We urgently require a PA to support the Directors of the business. Responsibilities include:

• Managing the director’s diary to a professional standard
• Monitoring the accounts for the business, such as the sales and purchases day books, and chasing any outstanding commissions due to us
• Assisting the Director with any FCA communication
• Creating client packs for the director to take out, such as new business or annual reviews, and filling in relevant paperwork and processing transfers of pensions etc.
• Serving as the first point of contact for the director’s clients, requiring a friendly yet professional approach
• Chasing any outstanding cases for the director and dealing with any issues that arise, such as if paperwork wasn’t filled in correctly
• Managing the director’s and the overall company email accounts on a daily basis

We require someone with great organisational skills, with experience working within an Administration environment, ideally with previous experience working as a PA. Experience working within the Financial Services or Financial Advice industry, or knowledge of Investments and / or pensions, is highly desirable.

Additional Information

Location: Leeds

Vacancy Details:

Closing date: February 30

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