Personal Assistant

A Personal Assistant is needed to assist the CEO of, a reputable financial planning company based in Westminster, London. The ideal personal assistant will be diligent and skilled enough to contribute significantly to this small, aspirational, and client-focused financial planning firm and establish themselves as a highly valued team member. 

Salary and Benefits: up to £35,000 (dependant on experience) + benefits including 25 days’ holiday (increasing with service) + bank holidays + generous employers pension contribution + critical illness cover, income protection benefit, life insurance, company away days etc. We are also happy to facilitate home working for 1 day a week. 

The Company: A growing, forward-thinking business that supports, values, and invests in its employees. Based on their reputation for excellence, their integrity, and total professionalism, as well as going above and beyond for their clients, they have experienced significant growth over the last five years. With more than £200 million in assets under management, they offer a lifestyle and goals-based financial planning service to over 185 families, converting frequently complex financial planning cases into practical solutions. 

Personal Assistant (PA), Responsibilities: 

• Diary management to include scheduling client and other professional meetings and calls; internal meetings; and personal meetings and appointments. 
• Tracking and preparing claims for the Director’s credit card and cash expenses. 
• Transcription of meeting minutes. 
• Occasional attendance at client meetings. 
• Some personal support e.g. car servicing, family presents and holiday bookings. 
• Assisting with day-to-day office administration. 
• Booking appointments for the other Financial Planners. 
• Email management to include prioritisation, drafting responses and dictation. 
• Dealing with regular client correspondence and calls. 
• Preparing client letters. 
• Making travel and accommodation arrangements. 
• Coordinating memberships and client events. 
• Ordering and sending client cards and gifts. 
• Recording all communications on CRM system. 

Personal Assistant (PA), Skills and Experience: 

• Significant PA and professional administration experience, ideally gained in a professional services environment. 
• A professional manner and a positive attitude, with the ability to work well in a team and independently 
• Intelligent, highly numerate and IT literate (MS Office projects, CRM systems etc.), confident with embracing new technology. 
• Preferable but not essential – experience in audio dictation. 
• Self-motivated and highly proactive with excellent organisational and time management skills and the ability to prioritise and respond efficiently to multiple requests. 
• Calm under pressure and energised by a varied and busy working day. 
• Exceptional attention to detail, both in the production of documentation and record keeping. 
• Experience in diary and email management. 
• Excellent communication skills, in writing, on the phone and face to face, with the confidence to communicate effectively at all levels.