Personal Assistant

The Penny Group is a vibrant business witha young and diverse demographic based in Cannon Street, London with additional offices in Woking, Hungerford and the Midlands. We passionately believe ingrowing and developing our people and this has been instrumental to our success.

We are a Chartered Firm with a defined setof values that are an integral part of our culture, which we believe is one ofthe strongest of all financial planning firms. We are a serious business, butwe are also conscious that work should be enjoyed.

This position offers the opportunity todevelop professionally, build strong working relationships and establish are warding, long-term career within the business.

Here at The Penny Group, our Personal Assistants provide dedicated support to members of the Leadership Team and Senior Advisers. This includes inbox and diary management, coordinating client meetings, maintaining accurate records, arranging internal and external meetings, supporting training and company meetings, managing travel arrangements and helping to ensure that client communications and documentation are completed accurately and on time.

The role will require you to work closely with advisers, the Client Service Team, senior management and other colleagues to ensure that high-quality client service is delivered. You will be responsible for managing your own workflow, anticipating requirements, keeping accurate records and proactively supporting the wider team, while working in accordance with tPG, Openwork and regulatory requirements.

• Solving Problems: Identifies solutions given available information.
• Customer Focus: Provides courteous, timely,and helpful service to encourage client loyalty.
• Leveraging People
  
  Skills:
  
  Gets along well with others, is tactful, and behaves appropriately in social situations.
• Verbal Communication: Expresses ideas and opinions effectively in spoken conversations.
• Dealing with Ambiguity: Comfortably handles unclear or unpredictable situations.
• Dependability: Performs work in a reliable, consistent, and timely manner.
• Detail Focus: Performs work with care, accuracy, and attention to detail.
• Displaying Confidence: Projects poise and self-assurance when completing work tasks.
• Handling Stress: Manages pressure without getting upset, moody, or anxious.
• Time Management: Plans and prioritises work to maximise efficiency and minimise downtime.

• Two years’ experience in a PA role preferred

• Team player with the ability to achieve agreed outcomes under own initiative, without supervision or micromanagement
• Strong interpersonal skills with the ability to interact with a wide range of individuals
• Excellent organisational, time management and prioritisation skills
• High attention to detail
• Strong communication skills with a confident,clear and professional telephone manner
• Strong work ethic with the ability to take initiative, adopt a forward-thinking approach and proactively seek out work

• A general understanding of the financial services market
• IT literate, with working knowledge of Word,Excel and Power Point

• We are Professional and Accountable
• We are Dedicated and Ambitious
• We Enjoy what we do;
  Working Hard and Smart
• We are Generous and Selfless
• We are a Meritocracy

• An experienced PA looking to build ontheir administrative and organisational skills within a growing Chartered financial planning business, with the opportunity to work closely with senior leaders and advisers and play an important role in delivering an excellent client experience.
• Candidates should have previous experience working as a PA, with two years’ experience preferred, together with a strong background in administration.
• The successful candidate should be highlyorganised, able to manage…