Overview

Location: 2 days Office Based City of London, 3 days work from home
Salary: £40,000 – £50,000 (DOE)
Job Type: FTC Maternity Cover from 1st November 2025 to 31st December 2026

Overview

Our client is a prestigious, chartered financial planning firm with a strong reputation for delivering award-winning advice to private clients, families, business owners, and trustees. With significant growth plans and a commitment to best-in-class service, they are now seeking a highly organised Personal Assistant (PA) to support three senior Directors within their London office. This is a high-responsibility role ideal for someone with at least four years of experience in financial services and a strong track record supporting senior leaders. You’ll provide exceptional diary and inbox management, act as a first point of contact for clients, and play a key role in ensuring all client work and compliance processes are handled efficiently and to the highest standards.

Key Responsibilities

  • Provide full administrative and PA support to three busy Directors, including diary management, meeting coordination, and handling correspondence
  • Act as a key liaison between Directors, clients, and the Centralised Account Management team
  • Build strong relationships with clients, ensuring regular updates, timely collection of documentation, and a professional experience throughout
  • Monitor client cases to ensure progression, timely execution, and compliance with internal procedures
  • Manage client meeting schedules to align with regulatory expectations
  • Oversee client AML and compliance records, ensuring all are up-to-date
  • Support the use of the client portal as the central hub for communications and documentation
  • Maintain a high standard of organisation, confidentiality, and accuracy across all aspects of the role

Candidate Profile

Essential:

  • Minimum 4 years’ experience in a financial services environment
  • Prior experience supporting senior-level executives or directors
  • Strong understanding of financial planning processes and documentation standards
  • Excellent communication skills (written and verbal), with the ability to engage confidently with clients
  • Highly organised with strong attention to detail and an ability to manage multiple priorities
  • Confident using MS Office (Word, Excel, Outlook) and adaptable to CRM systems

Desirable:

  • Knowledge of core financial products: pensions, ISAs, bonds, VCTs, EIS, protection, etc.
  • Familiarity with financial regulations such as GDPR, MiFID II, and AML protocols
  • Previous experience working with client portals and financial CRM systems

Core Competencies

  • Proactive, solution-focused mindset with the ability to anticipate needs
  • Commitment to high-quality service and brand representation
  • Ability to maintain confidentiality and exercise sound judgement
  • Strong team player who collaborates well across departments
  • Professional, confident, and calm under pressure

Why Apply?

  • Join a highly respected and forward-thinking financial planning firm
  • Work directly with senior leadership and high-net-worth clients
  • Be part of a supportive and collaborative team culture
  • Opportunities for professional development and upskilling

To Apply:
If you are a polished and experienced PA looking for your next step within financial services, apply today using the link below or contact us for a confidential conversation on 02085497212.

 

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