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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