Personal Assistant / Client Liaison

Location Truro
Discipline: Office & Professional , Finance & Accountancy
Job type: Permanent - Full Time
Salary: Up to £13.00 per hour doe
Contact name: Mike Burnett

Contact email:

Are you a personal assistant looking for your next role in the financial sector? My client, a family-run financial advice firm offering friendly and jargon-free financial planning is seeking a Personal Assistant / Client Liaison to work out of their office at Chasewater near Truro, Cornwall.

The main purpose of the role is to help support their continued growth, and sustain their high levels of customer service with a personable, friendly and driven approach. The role will consist of outbound and inbound client communication face-to-face, over the phone and digitally. You will also be responsible for managing the diary of the company director and in-house administrative tasks.

This is a part time role working Monday to Friday 20 hours a week and is paying up to £13.00 per hour doe.

Key Responsibilities

  • Supporting the Senior Leadership Team with all administrative and logistical tasks.

  • Manage all communications with both internal and external parties across multiple channels.

  • Organising ad-hoc meetings and events.

About You

  • At least 2 year experience in a similar role.

  • Excellent customer service skills.

  • Good understanding of technology, preferably with experience in using a CRM tool.

  • Proficient with Microsoft Office.

  • Excellent verbal communication skills

  • Attention to detail.

  • Literacy skills for client communications.

On-site training will be provided by my clients office manager for the first month. They also offer a range of digital training modules through our business partners.

For the right candidate, the role can lead to other positions within the company. If this sounds like the role for you, do not hesitate to get in touch.

Smith and Reed Recruitment embraces diversity, equality and inclusion and aim to promote the benefits of diversity in all our business activities. Smith and Reed will treat everyone equally and will not discriminate on the grounds of an individual’s “protected characteristic” under the Equality Act 2010 (the Act) which are age, disability, gender re-assignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, and sexual orientation. No terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability, or sexual orientation. All candidates will be assessed solely on their ability to carry out the job in question based on skills, experience, and qualifications.