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Personal Assistant (PA)

Lime Search & Select Ltd

Leeds

On-site

GBP 10,000 - 40,000

30+ days ago

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An established independent financial advisory firm in Leeds is seeking a proactive Personal Assistant to support its directors. This role involves managing diaries, handling client communications, and overseeing accounts, ensuring a seamless operation within the firm. The ideal candidate will possess excellent organizational skills and experience in administration, preferably within the financial services sector. This is a fantastic opportunity to join a dynamic team where your contributions will directly impact the success of the business. If you are detail-oriented and thrive in a fast-paced environment, this position is perfect for you.

Proven organisational skills and experience in an administrative role.
Previous PA experience is highly advantageous.

Manage directors' diaries and client communications professionally.
Monitor accounts and assist with FCA communications.

Organisational skills

Administration experience

Financial Services knowledge

Client communication

Experience as a PA

Knowledge of Investments/Pensions

My client is a leading Independent Financial Advisory firm based in Leeds, providing sound Financial Advice to both businesses and individuals surrounding Pensions, Investments, Retirement / Estate planning.

We urgently require a PA to support the Directors of the business. You will be responsible for:

Managing the directors diary to a professional standard.
Monitoring the accounts for the business such as the sales and purchases day books and chasing any outstanding commissions due to us.
Helping the Director with any FCA communication.
Creating client packs for the director to take out such as new business or annual reviews, filling in the relevant paperwork and processing transfers of pensions.
Being the first point of contact for the directors clients with a friendly yet professional approach.
Chasing any outstanding cases for the director and dealing with any issues that arise, such as if paperwork wasn’t filled in correctly.
Managing the directors and the overall company email accounts on a daily basis.

We require someone with great organisational skills, with experience working within an Administration environment, ideally with previous experience working as a PA. It would be ideal and to your advantage if you have experience within the Financial Services or Financial Advice industry, or have any knowledge of Investments and/or pensions.

VACANCY DETAILS

Location: Leeds

CLOSING DATE

Feb 30

If you would like to apply for this vacancy, please upload your CV to Lime using the form below.

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