Personal Assistant – High‑Performing Investment Firm

About the role

Join a high‑performing investment firm as a Personal Assistant, providing direct support to two senior Directors and collaborating with the senior PA to the CEO & CIO. This fast‑paced, hybrid role blends business and private projects for ultra‑high‑net‑worth individuals.

Key responsibilities

• Manage diaries, travel arrangements and day‑to‑day coordination for two senior Directors.
• Work closely with the senior PA to deliver a high volume of business and private projects.
• Support founders and UHNWI leaders with travel, lifestyle coordination, and financial matters.
• Handle finance duties such as making payments, reconciling accounts, and gathering tax and VAT information.
• Perform general financial administration, including invoice processing and expense management.

Required profile

• Solid experience as a PA in a fast‑paced, professional environment.
• Exposure to private/UHNWI support.
• Comfortable handling financial matters such as payments and basic reporting.
• Experience with financial administration tasks (invoice processing, payroll, VAT, tax returns).
• Knowledge of QuickBooks is a strong advantage.
• Highly organised, detail‑oriented and able to manage multiple workstreams.
• Proactive, solutions‑focused and agile.
• Discreet, polished and professional.

Required skills

• QuickBooks accounting system

What we offer

• Salary £60,000 – £65,000 per year plus bonus and benefits.
• Hybrid working model (3 days office, 2 days remote).
• Supportive, kind colleagues and a varied workload.