Personal Assistant (Wealth Management) - Burgess Hill

Type of Position: Personal Assistant (Wealth Management) - Burgess HillPay: £25k - £32kPersonal Assistant (Wealth Management) - Burgess HillOur client is looking for a PA to join their successful team in Burgess Hill. The role will involve supporting a Financial Adviser, ensuring client requirements are met. Our client is a well-established Partner Practice of St. James Place and this will be an office based position.Specific Activities Include:Diary and inbox managementWeekly stats – meetings to be uploaded to CRM and KPI platformsClient servicing: compliance, servicing and scheduling reviewsProspect servicing –Actioning any tasks on back of info receivedMeeting packs –Complete a basic voyant and include expenditure questionnaireAdd investment funds to analyticsEnsuring accuracy and consistency of reportsDeveloping a training programme with Managing Director to identify key skills gaps and training needs for all membersLiaising with team to arrange trainingConduct regular spot checks on file notes to ensure quality and consistencyReview length of time for applications processing addressing any issues of delaysHelp with addressing issues and escalations that cannot be addressed by PAs or Advisors Key Skills / Experience:Demonstrable experience of building rapport and interacting with clients effectively.A driven individual with a focus on client service and leading a high-performance culture.Adaptable to change management plans and advocate to business initiatives.Highly skilled and organised to manage multiple case management progress channels.Strong numerical ability to analyse financial data and performance metrics.Confidence and ability to influence senior stakeholders.Ability to work autonomously as well as follow direction from C-Suite directives.Motivate and mentor team leaders towards business efficiency.IT technically proficient including Office 365.Committed to advocating and encouraging an inclusive and diverse team culture.Understanding the benefits of the wellbeing agenda and promoting an open and considerate culturePrevious SJP experience is desirable, but not essential This position will be an office based role. Due to their location, it is preferred the candidate will have access to their own vehicle and be able to drive to the practice. Free parking is available on site.
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