Personal Assistant

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
Only candidates based in UK and eligible to work in UK are allowed