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- Tasks: Support a senior adviser with scheduling, client communications, and administrative tasks.
- Company: Dynamic boutique finance firm focused on private wealth management.
- Benefits: Flexible 20-hour work week with a supportive team environment.
- Why this job: Gain valuable experience in finance while working with high-net-worth clients.
- Qualifications: 5+ years in professional or financial services; strong communication and organisational skills.
- Other info: Opportunity to develop professionally in a fast-paced, rewarding environment.
The predicted salary is between 30000 - 40000 £ per year.
A dynamic and successful boutique private wealth firm is seeking a highly organised Personal Assistant to provide comprehensive support to a senior adviser and their wider team. The position plays an important role in ensuring the smooth coordination of daily activities, helping advisers maintain a consistently high standard of service for their UHNW clients. This position involves a broad range of administrative, organisational and coordination responsibilities, requiring professionalism, accuracy and sound judgement. The successful candidate will act as a key liaison point, supporting both business and occasional personal matters with discretion.
The Details
- Scheduling and Coordination
- Oversee complex calendars across multiple time zones, arranging meetings, calls and events for the senior adviser and team.
- Act as a central contact for incoming communications, ensuring queries are handled efficiently and appropriately.
- Ad-hoc personal support.
- Client and Team Support
- Maintain accurate client information across internal systems, ensuring records are current and complete.
- Take ownership of the master client tracker, ensuring routine reviews, suitability checks, and consistent monitoring.
- Assist with preparation and distribution of periodic client communications and documentation.
- Provide general administrative assistance across the team, including support with data accuracy and system updates.
- Operational and Regulatory Administration
- Process and monitor expense submissions in line with internal policy and regulatory expectations.
- Maintain records relating to professional learning and development requirements.
- Assist with maintaining orderly records and documentation in accordance with internal standards and regulatory frameworks.
- Support periodic data reviews and administrative projects to ensure information integrity across systems.
- Relationship Management Support
- Assist with thoughtful client engagement initiatives, helping maintain strong professional relationships.
- Track key client dates and coordinate appropriate acknowledgements where required.
- Governance and Professional Standards
- Operate in accordance with relevant regulatory frameworks and internal compliance procedures.
- Maintain awareness of industry developments and regulatory expectations where relevant to the role.
- Uphold professional and ethical standards in all activities.
Candidate Profile
- 5yrs+ experience in professional services and/or financial services.
- Grad/grad calibre, bright, confident, managing multiple priorities and deadlines.
- Comfortable using Microsoft Office applications, particularly Excel, Word and PowerPoint.
- Strong written and verbal communication skills.
- Able to build positive working relationships across teams.
- Demonstrates sound judgement and discretion.
- Takes initiative and approaches tasks proactively.
- Reliable and calm when working under time pressure.
- Professional manner with a service-oriented mindset.
- Careful, methodical and thorough approach to tasks.
Working arrangements
- 20 hours per week, spread across 5 days.
- Flexibility around daily schedule.
Established, Dynamic, Successful - Boutique Finance – Part-Time PA employer: Knightsbridge Recruitment - Angela Mortimer Plc Group
Contact Detail:
Knightsbridge Recruitment - Angela Mortimer Plc Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Established, Dynamic, Successful - Boutique Finance – Part-Time PA
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the lookout for a part-time PA role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they operate, especially in the boutique finance space. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a PA, you'll need to be clear and concise. Try mock interviews with friends or family to get comfortable discussing your experience and how it aligns with the role's requirements.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about joining our dynamic team!
We think you need these skills to ace Established, Dynamic, Successful - Boutique Finance – Part-Time PA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role. Highlight your experience in professional services and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this part-time PA role. Share specific examples of how you've managed multiple priorities and deadlines in the past.
Show Off Your Tech Skills: Since the role requires proficiency in Microsoft Office, especially Excel, Word, and PowerPoint, make sure to mention your comfort level with these tools. We love seeing candidates who are tech-savvy and ready to hit the ground running!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our dynamic team!
How to prepare for a job interview at Knightsbridge Recruitment - Angela Mortimer Plc Group
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the job description. Familiarise yourself with the responsibilities of a Personal Assistant in a boutique finance setting, especially around scheduling, client support, and regulatory administration. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Since this role requires a high level of organisation, prepare examples from your past experiences where you've successfully managed multiple priorities or complex schedules. Be ready to discuss how you maintain accuracy and attention to detail, as these are crucial for supporting a senior adviser and their team.
✨Demonstrate Discretion and Professionalism
Given the nature of the role, it's essential to convey your ability to handle sensitive information with discretion. Think of instances where you've had to manage confidential matters and be prepared to discuss how you uphold professional standards in your work.
✨Prepare Questions That Matter
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful queries about the firm's culture, team dynamics, or specific challenges they face. This not only shows your interest but also helps you assess if the firm is the right fit for you.