PA REQUIRED FOR CEO OF FINANCIAL BROKERAGE


Reference Number
HG245
City
London
Country
United Kingdom
Salary From
£30000.00
Salary To
£40000.00
Salary Period
annum
Salary Information
Depending on experience
Job Type
Permanent
Job Hours
Full-time
Internal ID
867
Vacancy Category
PA & Corporate

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PA REQUIRED FOR CEO OF FINANCIAL BROKERAGE

We have an exciting opportunity for a super organised, go-getter PA to support the CEO and Founder, as well as the Head of Property, at a rapidly growing financial brokerage in Wimbledon Village. You will be joining a full-time team of 6 in a company which has seen a substantial growth in the past few months and a significant increase in client base.

The CEO and Head of Property are both extremely driven, hard-working, and charismatic professionals who are looking for first-class support from their PA. Therefore, an individual who is organised, methodical, and cool-headed during busy periods would thrive in this role. You will be responsible for the complete management of their diaries and inboxes, as well as meeting scheduling and notes, document admin, dealing with queries, submitting expenses and document processing and management.

This is a fast-paced office within a dynamic industry, so you will be adaptable and driven, with the ability to wear many hats and manage multiple schedules and duties simultaneously. A hard-working team who also enjoys socialising and casual Fridays, this is a fantastic opportunity for someone looking for a balanced workplace and has a good sense of humour.

Previous PA experience is essential for this role, and knowledge of or experience in the financial/brokerage sector would be highly advantageous.

Usual working hours are Monday to Friday, 09:00-17:30, working at their Wimbledon office – this role does not offer hybrid working.

DUTIES TO INCLUDE BUT NOT LIMITED TO:
• Complex diary management for the CEO and Head of Property
• Inbox management for the CEO and Head of Property
• Document administrative duties for lenders and clients, as well as internally
• Meeting follow-up notes and staff reviews
• Admin duties around compliance, HR and Insurance
• Set up meetings with strategic and key partners where individuals are looking to build relationships
• Taking calls, dealing with queries and issues, and providing suitable solutions
• Managing and submitting expenses
• Folder and document management
• Other ad-hoc duties as required

ESSENTIAL CRITERIA:
• Previous experience as a PA or Office Manager
• Experience in, or knowledge of, the financial brokerage sector is a bonus
• Tech-savvy (familiar with Windows software)
• Strong organisational skills and exacting attention to detail
• Polished, presentable and confident liaising with clients and partners
• Hard-working and a team player
• Good sense of humour, sociable and outgoing
• Excellent checkable references

I this sounds of interest, and you meet the essential criteria, please apply within or get in touch to find out more.

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