PA to the Financial Planning Director

CB3 Associates Ltd
Leeds, UK
09 Sep 2019
26 Sep 2019
Contract Type
Full Time
The Company: I am currently working on behalf of a nationally renowned wealth management firm based in Leeds city centre who are looking to recruit a PA to come in and work alongside the Financial Planning Director for that site. As a growing financial planning specialist firm housing over £500m FUM, staffing around 20 people in total in Leeds and plans to expand across the next 2/3 years they offer a superb working environment/career opportunity for a PA an operational background. This is a role that offers natural progression within the financial services industry from day 1, and the opportunity to remain client-facing across multiple aspects of the day to day remit.

The Role: This is a 1 to 1 PA/admin support role working directly alongside the Financial Planning Director. This role is a new role and has been created to support at Director level, with responsibilities including but not limited to:
  • Looking after complex diary and email management
  • Travel coordination and booking
  • Meeting management and minute taking
  • Project coordination and general office administration duties
  • Marketing support for the group
  • Front of house/client facing responsibilities

The Benefits: 25 days holiday + stats, 6% contributory pension, 4xDIS, Private Medical and other flexible benefits

The Person: You'll have a keen eye for detail, excellent written and verbal communication skills, and good organisational skills; ideally coming from a financial services/professional services background. You will be confident in liaising with multiple stakeholders across the firm and externally and acting as a key coordinator between clients, support staff and advisers/directors as required. You will be comfortable in taking the initiative and taking responsibility, with a can-do attitude; proactively resolving problems, working under pressure and to tight deadlines. You will demonstrate absolute discretion, whilst being approachable and easy going and assist with client facing workload inclusive of operational support and target marketing.

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website below:


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