| Description: |
Personal Assistant Location: Chichester Salary: £30,000 - £35,000 plus Benefits (DOE) About the Role Our client, a well-established and highly respected Financial Services practice, is seeking an experienced and proactive Personal Assistant to provide comprehensive support to senior advisers and the wider team. This is a varied and fast-paced role that would suit an organised professional who thrives on managing multiple priorities, has exceptional attention to detail, and is comfortable working within a client-focused environment. Previous experience within Financial Services, Wealth Management, Financial Planning, or a similar regulated environment would be highly advantageous. A key aspect of the role will involve attending client meetings, producing detailed and accurate post-meeting summaries, and ensuring all follow-up actions are documented and completed efficiently. Key Responsibilities Executive & Administrative Support - Provide day-to-day support to senior advisers and directors.
- Manage diaries, appointments, and meeting schedules.
- Organise client meetings, including preparation of documentation and meeting packs.
- Handle correspondence, telephone enquiries, and client communications professionally and confidentially.
- Coordinate travel arrangements and other administrative requirements.
Meeting Support & Documentation - Attend client meetings where required.
- Produce clear, concise, and professional post-meeting summaries and client notes.
- Record actions, recommendations, and follow-up requirements accurately.
- Ensure meeting records comply with internal procedures and regulatory requirements.
- Track outstanding actions and ensure timely completion.
Client Relationship Management - Act as a key point of contact for clients.
- Deliver a high level of customer service and maintain strong professional relationships.
- Assist with client onboarding, documentation, and ongoing servicing requirements.
- Liaise with providers and third parties to obtain information and progress client cases.
General Office Support - Maintain accurate records and filing systems.
- Support compliance and administration processes.
- Assist with project work and business initiatives as required.
- Contribute to the smooth running of the practice and wider team.
Systems & Tools - Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- CRM systems
- Salesforce experience would be preferred
About You We're looking for an individual who is: - Highly organised with excellent time management skills.
- A confident communicator with strong written and verbal communication abilities.
- Experienced in producing accurate meeting notes, summaries, and professional documentation.
- Comfortable managing confidential and sensitive information.
- Able to work independently whilst supporting a busy team.
- Detail-oriented with excellent proofreading and administration skills.
- Proactive, professional, and client-focused.
Desirable Experience - Previous experience as a Personal Assistant, Executive Assistant, or Senior Administrator.
- Experience within Financial Services, Wealth Management, Financial Planning, Banking, or a regulated professional services environment.
- Understanding of Financial Services terminology and processes.
- Experience producing client meeting summaries, suitability reports, or technical documentation.
If you're looking to join a professional and growing Financial Services practice where you can play a key role supporting advisers and delivering an exceptional client experience, we'd love to hear from you.  |
