Combined Personal Assistant / Administration Assistant

Combined Personal Assistant / Administration Assistant

Job Title: Combined Personal Assistant / Administration Assistant
Contract Type: Permanent
Location: Eastbourne, East Sussex
Salary: £20000 - £30000 per annum + DOE
Reference: T3GL 1376705
Contact Name: Sammons Group
Contact Email:
Job Published: June 18, 2021 11:31

Job Description

The Company

Our client specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, they assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning. They are searching for a Combined Personal Assistant / Administration Assistant to join their experienced team based in the Eastbourne area.

The Role

The role will include a variety of tasks including but not limited to:

  • Support the day-to-day business operations within the Practice
  • Implement, operate and maintain effective systems, processes and procedures which enable Partner/advisor to optimise client meetings
  • Manage the Partner's diary and client appointments
  • Assist with Practice finances in an efficient and timely manner to meet deadlines. Co-ordinate with accountants as directed
  • Monitor business reports and carry out data/statistical analysis to identify business trends, opportunities and challenges which affect the growth of the Practice
  • Support the Partner in tracking compliance, licensing, CPD, regulatory and legislative requirements
  • Liaise with clients and third parties in relation to the Partner's Practice
  • Maintain the Practice website, LinkedIn profile and related marketing activity
  • Ensure office stationery/equipment is of sufficient quality, quantity and up to date
  • Make travel bookings and travel arrangements as required for the Partner

The Candidate

The ideal candidate will have the following skills and experience:

  • Previous experience in a PA/office support role, ideally in financial services or related sector
  • Knowledge of relevant regulation and legislation (desirable)
  • Experience of setting up and maintaining systems, processes and procedures
  • Comfortable with/experienced in using electronic (client) data systems
  • Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly
  • Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
  • Good organisation skills
  • Attention to detail
  • Manages time effectively with the ability to multi-task
  • Keeps calm when faced with conflicting demands and handles these effectively
  • Demonstrates a positive attitude at all times
  • Works well on own tasks as well as on shared goals as part of a team
  • Open to change with a creative approach to problem solving

Reference: 1376705

This is one of the many roles we are working on at the Sammons Recruitment Group. Please visit our website for full details on all Permanent, Temporary and Contract career opportunites we are actively seeking candidates for.

Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace, and consider all applications.

If you have not heard from us within 7 days you will have not been successful on this occasion, however, we would welcome your application for alternative vacancies.