PA to Directors

Warwick Financial Solutions Ltd
02 Aug 2017
30 Aug 2017
Contract Type
PA to Directors, Personal and Corporate Financial Advisors based in Warwick, Starting Salary GBP23,000 with an increase to GBP25,000 after successful completion of three month Probation.

The Company:

We are a well established financial services provider, with extensive experience in both corporate and personal finance. We provide advice to clients on matters such as Financial Planning, Retirement Planning, Investment Advice, Mortgage Advice, Financial Protection and General insurance. We have a significant client base of satisfied customers who receive our independent advice tailored to suit the individual.

We are now looking for a full -time Personal Assistant to support our Directors in the running of our Warwick Office and our overall functions to enable the business to continue its successful operation and to enable the business to continue to grow.

PA to Directors Main Duties:

Administrative support for the Directors
Front line contact and liaison for and on behalf of the Directors
Liaising with clients on behalf of the Directors
Meeting and greeting visitors
Call screening and handling
Maintaining good communication and a good relationship between the Directors and the team
Diary Management, including scheduling meetings on behalf of the Directors
Minute taking of meetings when required
Responsible for producing reports and presentations on information requested by the Directors
Travel and accommodation booking when required

PA to Directors Necessary Skills, Qualifications and Experience:

Confident in dealing with people at a senior level
High level of administrative/secretarial experience
Excellent communication skills, both written and verbal
Highly organised
Experience of Financial Services, including Prestwood (Truth) and/or IRISS is desirable but not essential.
Willingness to train in and gain experience in Financial services
Happy to support continuation of professional development
Able to commence role in September

Please include why you think you are the perfect candidate for this position in your application.

While we would like to contact all our candidates, unfortunately, this is not possible so if you haven't heard from us a week after the closing date, your application has not been successful.

We do not accept applications from recruitment agencies.