Personal Assistant (PA)

Salary: £28,800 – £31,200 per year

My client is a leading Independent Financial Advisory firm based in Sheffield. Providing sound Financial Advice to both businesses and individuals surrounding Pensions, Investments, Retirement / Estate planning.

We urgently require a PA to cover Maternity for a 9 month period. You will be responsible for:

• Managing the directors diary to a professional standard
• Process the payroll of the staff on Sage Online
• Deal with the new starter paperwork and P45s and P60s and any other HMRC correspondence as well as paying the PAYE on time every month
• Monitor the accounts for the business such as the sales and purchases day books and chase any outstanding commissions due to us.
• Help the Director with any FCA communication such as complaints or GABRIEL reporting
• Create client packs for the director to take out such as new business or annual reviews. Be able to fill in the relevant paperwork and process transfers of pensions etc.
• You will be the first point of contact for the directors clients so will need a friendly yet professional approach.
• Chase any outstanding cases for the director and deal with any issues that arise such as if paperwork wasn’t filled in correctly
• Be able to manage the directors and the overall company email accounts on a daily basis.

We require someone with great organisational skills, with experience working within an Administration environment, ideally with previous experience working as a PA. It would be ideal and to your advantage if you are working within the Financial Services or Financial Advice industry, or have any knowledge of Investments and / or pensions. It would also be to your advantage is you have any experience with SAGE accounting software.