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Financial Services



Type of Position: PA - Chelmsford
Pay: Negotiable

PA - Chelmsford

Our client is looking for a Personal Assistant to join their successful team in Chelmsford. 

Specific Activities Include:

Diary and inbox management.
Weekly stats – meetings to be uploaded onto relevant platforms.
Client servicing: compliance, servicing and scheduling reviews.
Prospect servicing – Booking in 2nd/3rd/4th meetings.
Actioning any tasks on back of info received.
Admin duties.
Ensuring accuracy and consistency of reports.
Liaising with team to arrange training.
Conduct regular spot checks on file notes to ensure quality and consistency.
Review length of time for applications processing addressing any issues of delays.
Help 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.
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 culture.
If you are interested in this position, please email your CV to

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