Personal assistant Work, Jobs in Hailsham (with Salaries)

Executive Assistant to Financial Adviser
Crown Wealth Consultants —Hailsham
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
- Annual leave
Quick apply
6d
PA to Assistant Director and Heads of Service
East Sussex County Council —Lewes
- Microsoft Powerpoint
- Microsoft Outlook
- Administrative experience
12d
Bookkeeper/Administration/Personal Assistant
Portland Vets —East Grinstead Town
- £17 - £20 an hour
- Part-time
- Microsoft Office
- Administrative experience
- Data entry
Quick apply
6d
Team Secretary/Receptionist
Simmons Gainsford —Uckfield
- Writing skills
- Microsoft Office
- Administrative experience
Quick apply
12d
Clerk to Governors - Blackthorns Primary Academy
WSCC —Haywards Heath
- £1,803 a week
- School
Office Manager, PA, HR & Finance (Maternity Cover)
LRA Retinue Ltd —Brighton
- £26,500 - £38,000 a year
- Temporary
- Microsoft Office
- Administrative experience
- Accounting
- Annual leave
Quick apply
Divisional VP Assistant
Atlas Copco Group —Burgess Hill
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Clerk to Governors
Brighton & Hove City Council —Hove
- £15.06 - £16.08 an hour
- Communication skills
- School
Clerk to Governors
Longhill High School —Brighton
- £2,722 - £31,022 a year
- Part-time
- Word processing
- School
- Free parking
7h
Personal Assistant for Learning Disability
Kent home Help Ltd —Edenbridge
- £15 - £16 an hour
- Part-time
- Computer literacy
- English
- Driving
- Paid training
- Flexible schedule
Quick apply
7d
Learning Support Assistant
SENse Learning —Haywards Heath
- £18 - £23 an hour
- Part-time
- Experience working with children
- In-person
- Flexible schedule
- Referral programme
SEN Teaching Assistant
SENse Learning —Haywards Heath
- £18 - £23 an hour
- Part-time
- Experience working with children
- In-person
- Teaching
- Flexible schedule
- Referral programme

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Executive Assistant to Financial Adviser

Crown Wealth Consultants -
Hailsham

Quick apply

Job details

Full-time
£35,000 - £40,000 a year
6 days ago

Benefits

Casual dress
Financial planning services
Annual leave
Company pension
Private medical insurance

Qualifications

Financial planning
Meeting coordination
Client engagement
Technical support
Organisational skills
Financial services
Multidisciplinary collaboration
Financial advisory support experience
Communication skills
Certificate in Insurance

Full job description

Job Overview

We are looking for a proactive, organised and personable Executive Assistant to support one of our Financial Advisers.

This is a varied role within our growing wealth management practice and is much more than traditional administration. You will work closely with the Adviser to manage day-to-day workload, keep client work moving and make sure nothing gets missed.

The role will involve a combination of Executive Assistant responsibilities, client support and responding to technical queries, including preparing the majority of the Adviser's meetings, handing over outcomes after those meetings and working closely with our Client Servicing and Technical Administration teams.

We are looking for someone who enjoys taking ownership, is naturally organised and likes being the person who makes sure things get done. You will need to be comfortable managing competing priorities, communicating with clients and colleagues, and taking responsibility for seeing work through from start to finish.

This is a great opportunity for someone with experience in financial services who wants to develop their technical knowledge and become an important part of a friendly and growing team. Experience within a St James Place practice is preferred.

Responsibilities

Manage and respond to the Financial Adviser's emails, taking ownership of actions arising from them and ensuring they are progressed appropriately.
Support the Adviser with the day-to-day management of their workload and client commitments.
Prepare for client meetings and ensure the Adviser has everything they need ahead of appointments.
Attend selected client meetings where appropriate, take clear and comprehensive notes and provide accurate handovers to the wider team.
Complete review meeting handovers to our Client Servicing team.
Delegate appropriate administrative and technical tasks to our Technical Administration team and monitor their progress.
Proactively manage and chase the Adviser's pipeline, making sure outstanding actions are followed up and cases continue to progress.
Arrange presentation and follow-up meetings once paraplanning has been completed.
Respond to technical queries
Communicate with clients and professional contacts by telephone and email in a friendly, professional and confident manner.
Handle confidential client and business information with discretion.

Experience

Previous experience within financial services, wealth management, financial planning or a similar professional environment is preferred.
Experience in paraplanning, adviser support or a technical financial services role would be highly advantageous.
Strong organisational skills and the ability to manage several priorities and deadlines at the same time.
Excellent attention to detail and a commitment to getting things right.
Confident written and verbal communication skills.
Comfortable dealing directly with clients and building professional relationships.
Able to work independently, use your own initiative and take ownership of tasks rather than waiting to be told what to do.
A good understanding of financial planning and a willingness to continue developing your technical knowledge.
Good IT skills and confidence using Microsoft Office and client management systems.
The ability to work collaboratively as part of a wider team.
CII qualifications or a willingness to work towards professional qualifications would be advantageous.

What We Offer

£35,000 starting salary (negotiable based on experience)
37.5 hours per week
Flexible working pattern between 9:00am and 5:00pm
30 days annual leave plus bank holidays
3% employer pension contribution, with a 5% employee contribution
Private healthcare following successful completion of probation
Paid CII membership
Support and funding towards professional qualifications
Ongoing training and development
A friendly, supportive and collaborative working environment
The opportunity to develop your career within a growing wealth management practice

If you're organised, proactive and enjoy taking ownership of your work, we'd love to hear from you.

We're a busy team, so we're looking for someone who isn't afraid to get stuck in. You'll have plenty of responsibility, lots of variety and the opportunity to become someone the team — and the Adviser you support — can genuinely rely on. If you're the sort of person who spots a problem and thinks “I'll sort that”, you'll probably fit in very well here.

If this sounds like you, please apply with your CV to [email protected]

Pay: £35,000.00-£40,000.00 per year

Benefits:

Casual dress
Company pension
Financial planning services
Private medical insurance

Application question(s):

Do you have experience within a St James Place practice?

Work Location: Hybrid remote in Hailsham BN27 1AE

Quick apply

Refine Your Search

personal assistant jobs in hailsham

Executive Assistant to Financial Adviser

PA to Assistant Director and Heads of Service

Bookkeeper/Administration/Personal Assistant

Team Secretary/Receptionist

Clerk to Governors - Blackthorns Primary Academy

Office Manager, PA, HR & Finance (Maternity Cover)

Divisional VP Assistant

Clerk to Governors

Clerk to Governors

Personal Assistant for Learning Disability

Learning Support Assistant

SEN Teaching Assistant

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