PA / Receptionist / Executive Assistant – Financial Services

About the role

This position combines the responsibilities of a Personal Assistant, Receptionist and Executive Assistant within a financial services practice. You will support partners, manage the front‑of‑office, and ensure smooth day‑to‑day operations.

Key responsibilities

• Schedule appointments for financial planners, partners and clients; manage calendars and send reminders.
• Prepare meeting rooms, arrange refreshments and ensure parking availability for visitors.
• Compose and respond to email communications on behalf of partners and financial planners.
• Handle incoming telephone calls, answer the machine, and return messages promptly.
• Welcome clients, provide refreshments, and maintain a tidy reception area.
• Distribute mail, manage client correspondence, and support the Compliance Officer and Money Laundering Reporting Officer with administrative tasks.
• Assist the technical support team during peak periods with general admin duties.

Required profile

• Strong organisational and time‑management abilities.
• Excellent communication skills, both written and verbal.
• Ability to maintain confidentiality and handle sensitive client information.
• Professional demeanor when interacting with clients and visitors.
• Proactive approach to supporting partners and the wider team.

Required skills

What we offer

• Competitive salary package.
• Permanent, full‑time role within a growing practice.
• Opportunities to develop administrative and client‑service expertise.