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Financial Services



Type of Position: Personal Assistant
Pay: up to £45k

PA - Central London - up to £45k

Our client, a successful Wealth Management firm in the heart of London, is looking for a PA to aid their Senior Leadership Team. They will be the first point of contact for queries across the business to ensure information is directed to the relevant teams.

Key responsibilities

General PA Duties:

• Appointment scheduling, re-arrangement & confirmation
• Diary management – internal/external meetings, rooms and alerting receptions
• Email management - filing/flagging and forwarding to stakeholder when required, responding to standard queries
• Preparation for key meetings including Management Team regular meetings and other stakeholder meetings
• Task allocation post meeting, communicating minutes / meeting notes and ensuring relevant team actions within deadline
• Updating Management Team dictation/notes of meeting
• Ordering of office supplies

General Administrative Duties:
Responsibilities for the Chief Operating Officer:
• Developing and running regular Operations reports and management information
• Planning workshops and meetings
• Induction of new joiners – including access, IT set up, organising introductory meetings
• Managing office space and access, including communicating key messages across the practice
• Managing the Operations schedule for Adviser Sales Meetings
• Managing the logistics for key practice meetings incl. Quarterly Team Meeting
• Aiding with the organisation of training sessions
• Reviewing feedback from the practice
• Updating the organisation structure charts and monitoring department headcounts

Responsibilities for the Chief Business Development Officer:
• Client event management
• Chasing “waiting response” list
• Consolidating input for weekly reporting and management information
• Chasing lead updates from callers/Advisers
• Collating post-meeting actions and emailing summaries to attendees when necessary

Responsibilities for the Chief Financial Officer:
• Answering to key financial queries as required
• Running regular reports and management information
• Assisting with contract signatures and document storage
• Sending adviser statements
• Other administrative tasks

Key skills / experience
• Experience of working within financial services preferable but not essential
• Good GCSE or A Level results and proficient at all IT packages
• Strong numerical and written communication skills
• Excellent organisational and administration skills, managing multiple senior stakeholder diary and report requirements
• Ability to use initiative to problem solve
• Demonstrable experience of building rapport and interacting with clients effectively
• A driven individual with a focus on client service and leading a high-performance culture
• Adaptable to change management plans and advocate to business initiatives
• Confidence and ability to influence senior stakeholders
• Ability to work independently as well as follow directions
• IT technically proficient including Office 365

If you are interested in this position, please email your CV to

Apply for this job

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