We at Siamo Recruitment are thrilled to offer an excellent opportunity to join our client’s dynamic and supportive team as a Personal Assistant. As a key part of our client's success, the Personal Assistant will be integral to ensuring seamless communication between Advisors and the wider team within the business.

Working in the finance sector, our client is a highly regarded and established Swindon business, well known in their industry and recognised in Swindon for their employee welfare and progression. In this role, you’ll be contributing to a thriving, diverse and successful business.

We are looking for someone passionate about delivering the best service in a professional environment. If you're a well-organised and proactive individual looking to take the next step in your career, this role will be the perfect fit for you. This is a role that really rewards you for the effort you put in.

What’s on offer as a Personal Assistant:

• 25 days of annual leave, plus bank holidays. Allowance increases annually up to 30.
• Competitive contributory pension scheme.
• Bonuses based on individual performance, relating to targets and successes.
• Team bonuses, from overall company performance.
• Life Cover, support towards healthcare + death in service.
• Regular company events and celebrations.
• Early workday finish on Fridays.
• Breakfast options provided in the mornings.
• Vast training opportunities, with bespoke growth plans.
• Support (time and financial) towards achieving qualifications.

Core Responsibilities as a Personal Assistant:

• Take detailed meeting notes and prepare review letters within the business’ CRM system.
• Attend all external client meetings with an Advisor, driving the Advisor when necessary.
• Manage technical queries, liaising with the Advisor for consistent and accurate responses.
• Prioritise client outcomes to ensure high levels of satisfaction and service.
• Support the rest of the team within the business in an approachable and proactive manner.
• Redirect queries to allow the Advisor to focus on business growth.
• Stay informed on market, regulatory, and any crucial trends to enhance effectiveness.
• Book and manage client prospect meetings and review sessions efficiently.
• Build strong client relationships, serving as their primary contact in the Advisor’s absence.

The Perfect Personal Assistant will have the following:

• Proven experience in a support role within financial services or a similar industry.
• Strong communication skills, both written and verbal, with the ability to interpret complex information and portray it clearly.
• Highly organised with excellent attention to detail, especially in maintaining records and managing client interactions.
• Ability to build and maintain trusted relationships with clients and colleagues alike.
• A proactive, self-motivated approach, with excellent time management skills.
• A calm and professional demeanour, even in high-pressure situations.
• Familiarity with CRM systems and proficiency in Microsoft Office, particularly Excel.
• A commitment to client confidentiality and an ethical, professional approach to work.
• Full UK driving license is mandatory.