Personal assistant Work, Jobs in North Thoresby, Lin (with Salaries)

Financial Administrator/Personal Assistant
Parks Wealth Management Ltd —Louth
- £25,000 - £27,500 a year
- Part-time
- Microsoft Outlook
- Microsoft Office
- Organisational skills
Quick apply
3d
Personal Assistant
Holloway Household —Kingston upon Hull
- £12.71 an hour
- Part-time
- English
- Driving
- In-person
Quick apply
Direct Payment Worker -Personal Assistant
Direct Payment Worker —Kingston upon Hull
- £14 an hour
- Part-time
- In-person
- Care plans
- Communication skills
Quick apply

More jobs to discover

Find similar jobs that you might be interested in.

Financial Administrator/Personal Assistant
Parks Wealth Management Ltd —Louth
At least 2 years’ experience in the financial services sector. Experience Required:* Minimum 2 years’ experience in financial services.
£25,000 - £27,500 a year
Quick apply
3d
Personal Assistant
Holloway Household —Kingston upon Hull
This will require either driving me to and assisting me at the shops, or going to the supermarket on my behalf.*. Planning menus and handling all grocery needs.
£12.71 an hour
Quick apply

I want to receive the latest job alerts for personal assistant in north thoresby, lin

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

personal assistant jobs near north thoresby, lin

Financial Administrator/Personal Assistant

Parks Wealth Management Ltd
Louth

Quick apply

Job details

Part-time | Full-time
£25,000 - £27,500 a year
3 days ago

Benefits

Company pension

Qualifications

Financial planning
Microsoft Outlook
Microsoft Office
Organisational skills
Financial services

Full job description

Financial Administrator/Personal Assistant (Full time/Part-Time – 4 Days per Week)

Parks Wealth Management (PWM) is looking for an experienced Financial Administrator/Personal Assistant to provide high-quality administrative support to advisers in a professional financial services environment.

Location: Split across multiple Louth locations

Salary: £25,000-£27,500 per annum + bonus, dependent on experience
Experience Required: Minimum 2 years’ experience in financial services

Key Responsibilities

Day-to-day administration: post, scanning and data input
Diary and appointment management (Outlook)
Producing client meeting packs, including SJP and non-SJP valuations
Maintaining accurate client records across CRM systems (Salesforce) and physical files
Preparing and chasing Letters of Authority and provider information
Updating Confidential Financial Reviews and compiling notes from the Adviser
Drafting client correspondence (meeting confirmations, post-meeting and ongoing service letters)
Preparing documentation for adviser sign-up packs in line with internal processes

About You

At least 2 years’ experience in the financial services sector
Highly organised, detail-focused and professional
Ability to build effective working relationships with colleagues, clients and third parties
Comfortable working across multiple office locations
Reliable transportation is mandatory for this role
Ability to clear a background check
Familiarity with office management systems and procedures
Proficiency in using office software (e.g., Microsoft Office, Salesforce)
Ability to handle sensitive information with discretion and maintain confidentiality.

Pay: £25,000.00-£27,500.00 per year

Benefits:

Company pension

Work Location: In person

Quick apply

Refine Your Search

personal assistant jobs in north thoresby, lin

Financial Administrator/Personal Assistant