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Financial Services



Type of Position: Personal Assistant to MD - London
Pay: £40k - £50k

Personal Assistant to MD - London

Our client is looking for a PA to join their successful team in Central London. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £50k with benefits, depending on experience.

Specific Activities Include:

  • Diary and inbox management
  • Weekly stats – meetings to be uploaded to CRM and KPI 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: LOA Recommendations, Business Register
  • Meeting packs –
  • Complete a basic voyant and include expenditure questionnaire
  • Add investment funds to analytics
  • Ensuring accuracy and consistency of reports
  • Developing a training programme with Managing Director to identify key skills gaps and training needs for all members
  • 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 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 culture

If you are interested in this position, please email your CV to 

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