Personal Assistant - Financial Services

We here at Siamo Recruitment are proud to working with one of South West’s leading wealth management firms. Due to continued success and an exciting re-structure our client are looking to hire an Personal Assistant.

This is the perfect opportunity for an individual with financial services exposure looking to broaden their knowledge and see their work make a true difference.

As the Personal Assistant you will be working with directly with the senior management team and FA’s to deliver leading products across the UK.

Within this role it will offer you the chance to be the bond between all departments and work with high net-worth individuals where customer experience should be at the heart of what you do.  
 
What does our clients benefits scheme include? 

Up to a 20% annual bonus scheme (performance based)
Professional investment plans for relevant courses, exams and industry training materials
25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
Annual salary reviews
Private medical insurance and life cover available
Recruitment referrals bonus
Hybrid working offering 2 days from home post probation
Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday
Free on-site parking  
This Personal Assistant role will hold the below responsibilities:

Being first point of contact for the companies enquiries
Managing a customer base updating on stages and resolving queries
Booking of client meetings, webinars, travel and team events
Attending meetings with advisors supporting and providing guidance where required
Managing all post sign up administration
Updating of customer records via CRM
Management of enquiry emails and responses 
The ideal candidate for this Personal Assistant role will hold the below experience, skills and qualifications:

Previous administrative experience is essential
Previous experience dealing with customer via the phone, email and face to face  
Previous experience within financial services is advantageous (banking, investment, insurance or wealth management)
Microsoft Office proficient with exposure using CRM’s and Zoom
Excellent communication skills with the ability to converse with all levels
Attentive with an eye for detail
Full UK Driving License and Own Vehicle
INDCIRPA
Only candidates based in UK and eligible to work in UK are allowed