Company Overview
J.A. Financial Planning Ltd is a forward-thinking financial services organisation dedicated to comprehensive financial planning. We embrace digital innovation to connect with clients from diverse backgrounds, ensuring personalized and accessible financial solutions.
Summary
We are seeking a Personal Assistant to the Managing Director based in the UK. This vital role supports executive operations and contributes to our company's mission of modern, inclusive financial services.
Responsibilities
- Manage and coordinate schedules, appointments, and meetings for the Managing Director.
- Prepare and organise documents, reports, and correspondence.
- Handle phone calls and email communications with professionalism.
- Assist with data entry and maintain accurate records.
- Support administrative tasks using Microsoft Office and Google Workspace tools.
- Ensure smooth office operations through effective organizational skills.
- Facilitate communication between the Managing Director and internal/external stakeholders.
- Qualifications
- Proven experience in administrative or clerical roles.
- Strong organisational and time-management skills.
- Proficiency in Microsoft Office Suite.
- Excellent communication skills and professional phone etiquette.
- Ability to handle multiple tasks efficiently in a fast-paced environment.
- Attention to detail and accuracy in data entry.
- Prior experience supporting senior management is preferred.
- Call-To-Action
'Join us at J.A. Financial Planning Ltd to be a key part of our dynamic team. If you thrive in a modern, innovative environment and are ready to make an impact, we want to hear from you—apply now to embark on this exciting journey!'
Pay: £13.00-£15.00 per hour
Benefits:
- Casual dress
- Company events
- Employee mentoring programme
- Financial planning services
- Referral programme
- Work from home
Work Location: Hybrid remote in Preston PR2 7ER
