Financial Services PA / Administrator

Eventus Recruitment Cheshire are seeking an experienced Financial Services PA / Administrator to assist the Managing Director for a Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, Pension, and some flexible working options. This job presents an excellent opportunity for a Financial Services Administrator or Financial Services Personal Assistant (PA) with to develop their career with an organisation which has a high retention rate of their staff and encourages development.

Role Responsibilities:

The successful Financial Services PA / Administrator will be working directly for the Managing Director and some of the duties within this job will include:

• Provide high level professional support to the Practice Principal.
• Diary management - scheduling client meetings, booking appointments, time for emails / calls etc
• Arranging business travel, including, but not limited to, client meetings out of office, internal meetings, flights etc
• Creating and updating client records and files accurately to ensure excellent client service
• Using relevant internal systems, including Salesforce, Ibusiness and My Practice to make sure that client information is logged correctly;
• Preparing for client meetings
• Liaising with third parties to make sure client cases are processed accurately and in a timely manner
• Answering calls/taking messages/taking client queries
• Following up client meeting actions.
• Management of email inbox.
• Management of own tasks within salesforce
• Producing Illustrations & payment forms (top ups etc)
• Assisting with accounting / liaise with accountant where necessary
• Assisting with Marketing/Events where necessary
• Working with the team, assist with other advisers where necessary.

Person Specification

The incoming Financial Services PA / Administrator will have previous experience of working within Financial Services. In addition, you will be competent with using various software packages. You will also have the following skills and attributes:

• Be a professional PA with relevant experience
• Exceptional customer service capabilities.
• Demonstrates the necessary IT skills required to fulfil the role
• Demonstrates understanding of the financial services sector
• Excellent working knowledge of all relevant compliance and regulatory requirements
• Excellent computer skills including Word, Excel, MS Outlook, PowerPoint.
• Good knowledge of all processes appropriate to role
• Good understanding of the roles and responsibilities within the Practice
• Good knowledge of the process to escalate queries and complex cases.
• Able to use and manage internal telephone system
• Ensure all folders on servers are maintained to team standards
• An advocate of change for the greater good of the business
• Works to keep updated and informed of changes within our industry.
• Demonstrates a Growth Mindset, continually looking for learning opportunities.
• Personal development plan in place and active

Benefits and Rewards

As the Financial Services PA / Administrator to the Managing Director you will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits:

• 25 days holiday plus bank holidays.
• Some flexible working options
• Excellent Pension
• Study support
• Discretionary bonus

About the Company

This job opportunity is within an established Financial Planning Firm in Knutsford, Cheshire. They specialise in retirement planning work, investments, and corporate advice. The firm is always looking for talented individuals who want to be rewarded with excellent development and progression prospects.

Next Steps

Apply now if your skills and experience align with this Financial Services Administrator / PA to the Managing Director job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.