Personal Assistant

We at Siamo Recruitment are excited to present a fantastic opportunity to join our client’s dynamic and supportive team as a Personal Assistant. In this crucial role, you will be pivotal in facilitating seamless communication between Advisors and the broader team, ensuring the smooth operation of their successful Swindon-based finance business.

Our client is a well-respected and established name in the finance sector, renowned for their commitment to employee welfare and career progression. If you are an organized, proactive individual with a passion for delivering exceptional service in a professional setting, this role is an ideal next step in your career journey. The position offers significant rewards for your efforts and dedication.

What’s on offer for the Personal Assistant:

• 25 days of annual leave plus bank holidays, with the allowance increasing annually up to 30 days.
• A competitive contributory pension scheme.
• Performance-based bonuses tied to individual achievements and target successes.
• Team bonuses reflecting overall company performance.
• Comprehensive life cover, healthcare support, and death-in-service benefits.
• Regular company events and celebrations.
• An early finish on Fridays.
• Breakfast options provided in the mornings.
• Extensive training opportunities with bespoke growth plans.
• Support for achieving relevant qualifications, both in terms of time and finances.

Core Responsibilities for the Personal Assistant:

• Prepare detailed meeting notes and draft review letters using the business’s CRM system.
• Attend external client meetings with an Advisor and drive the Advisor when required.
• Address technical queries and ensure accurate and consistent responses by liaising with the Advisor.
• Prioritize client outcomes to maintain high levels of satisfaction and service.
• Offer approachable and proactive support to the wider team.
• Redirect queries to allow the Advisor to concentrate on business growth.
• Stay updated on market trends, regulatory changes, and other critical developments to enhance effectiveness.
• Efficiently book and manage client prospect meetings and review sessions.
• Build and nurture strong client relationships, acting as their main contact in the Advisor’s absence.

The Ideal Personal Assistant will possess:

• Demonstrated experience in a support role within financial services or a related industry.
• Strong communication skills, both written and verbal, with the ability to convey complex information clearly.
• Excellent organizational skills and attention to detail, especially in managing records and client interactions.
• Proven ability to build and sustain trusted relationships with clients and colleagues.
• A proactive and self-motivated approach with superb time management capabilities.
• A calm, professional demeanour, even under pressure.
• Familiarity with CRM systems and proficiency in Microsoft Office, particularly Excel.
• A commitment to client confidentiality and a high standard of ethical professionalism.
• A full UK driving license is essential.