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Postcode
Company name Alliance Pictor
Category Accounting
Contract Permanent
Full/Part time Full time
Salary £ 28000 - £35000/annum 1st Class B
Description

Our client is a leading UK Financial Services firm now looking for a Self-employed Personal Assistant/Administrator. DESCRIPTION PA Duties: · Appointment making, re-arrangement & confirmation – (2nd meetings onwards) · Transcribing meeting notes and uploading to Curo · Checking & responding to emails · Email filing/flagging · Updating CFR from Partner/Adviser dictation/notes of meeting. · Allocating tasks post meeting and ensuring relevant team actions within deadline · Adding client instruction emails onto Curo · Preparation - prompting para-planner and Partner/Adviser for scheduled meetings (except first meetings) so he has the correct documents in place · Checking suitability letters and highlighting key issues to Partner/Adviser for checking/querying · Communicating any emails or query from Cirencester/Craigforth to Partner/Adviser immediately · Existing client management · Ordering/replenishing of stationery Administrative duties: · Provide comprehensive office administration support as directed by the Practice Manager; such support will include ongoing tasks as well as project-oriented activities · Producing Illustrations · Updating Curo with notes and client information and uploading FPS to Curo · Process to completion business submissions (and all associated materials) on behalf of Partner/Adviser, including post-sale documentation, in line with the Practice policies, systems and procedures · Ensure that business submissions achieve full Financial Services Authority regulatory and SJP and the Practice systems compliance · Ensure that all business submission documentation is appropriately filed and/ or archived · Ensure that client files are accurately maintained and updated in line with data protection requirements · Support Practice leadership with administrative input as required. REQUIREMENTS: · Good GCSE results (or equivalent) · At least two years’ experience in a PA support roles or office management roles · At least two year

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