Personal Assistant – Financial Services

About the role

Our client, a well‑established financial services practice, is looking for a proactive Personal Assistant to support senior advisers and directors. The role is fast‑paced and client‑focused, requiring excellent organisation and the ability to juggle multiple priorities.

Key responsibilities

• Provide day‑to‑day executive and administrative support, including diary management and travel arrangements.
• Organise client meetings, prepare documentation and meeting packs, and attend meetings as required.
• Produce clear post‑meeting summaries, record actions and ensure follow‑up tasks are completed.
• Act as a primary point of contact for clients, delivering high‑level service and assisting with onboarding and ongoing case management.
• Maintain accurate filing systems, support compliance processes and contribute to project work.
• Utilise Microsoft Office Suite and CRM systems; Salesforce experience is preferred.

Required profile

• Highly organised with strong time‑management abilities.
• Confident communicator with excellent written and verbal skills.
• Detail‑oriented and able to work independently in a regulated environment.
• Previous experience in financial services, wealth management or a similar regulated sector is advantageous.

Required skills

• Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Salesforce (preferred)

What we offer

• Competitive salary of £30,000‑£35,000 per year, plus benefits.
• Opportunity to work within a respected financial services practice.