Personal Assistant

Support at the Heart of a High-Performing Financial Firm
?? Central London | Up to £45,000 | Full-Time, Office-Based

A boutique financial advisory firm is seeking an exceptional individual to provide high-level support at the centre of a trusted, client-focused team. Specialising in wealth management for high-net-worth individuals and families, this firm is known for its discretion, attention to detail, and long-standing client relationships.

We’re looking for someone proactive, organised, and unflappable—someone who thrives in a fast-paced environment where no two days are the same and where your support truly makes a difference.

• Providing comprehensive administrative and organisational support to senior leadership

• Managing diaries, travel, emails, and scheduling with precision and foresight

• Preparing client-facing documents, reports, and presentations to an exceptional standard

• Acting as a key liaison in client communications, ensuring timely and thoughtful responses

• Handling sensitive information with absolute discretion

• Improving and maintaining systems and internal processes for seamless day-to-day operations

• A professional with proven experience in a support role, ideally within financial services or a similar environment

• High experience within the admin role

• Outstanding organisational and communication skills

• Strong attention to detail and the ability to prioritise and multitask effectively

• A forward-thinking mindset—you anticipate needs and solve problems before they arise

• Confidence using Microsoft Office and CRM systems

• Someone who values confidentiality, professionalism, and takes pride in their work

This is more than just a support role—it's a chance to be embedded in a high-integrity, values-driven business where your work will have real impact. You’ll be working closely with a tight-knit team that values excellence, trust, and initiative.

If you’re ready to bring your skills and professionalism to a team where you’ll be truly valued, we’d love to hear from you.

Apply now to play a vital role in a respected and growing financial firm.