Personal Assistant (PA) to Directors

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 1 st November 2025 to 31 st 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.