Ready to lead a PA team and help colleagues deliver their best?As a PA Team Leader at Mattioli Woods, you’ll combine hands-on people leadership with dedicated administrative support for a consultant. Working with the Group PA Team Operations Manager, you’ll motivate your aligned PAs, drive efficiency and maintain the standards that help the team perform at its best and support our wider business strategy.Your focus will be keeping people, priorities and processes working together. You’ll build strong relationships across our PA, Consultancy and wider teams, provide practical day-to-day support and take overall responsibility for the PA department in the absence of the Group PA Team Manager.What you’ll be doingYou will:lead your aligned PAs day to day, allocating work, managing priorities and arranging cover for holidays and absencecoordinate annual objectives and hold monthly one-to-one meetings, including balanced scorecard performance reviews, identifying training needs and monitoring KPIsmaintain sickness and annual leave records and supervise the T&C framework for your direct reportssupport the Group PA Team Operations Manager in delivering projects and rolling out initiatives effectively and efficientlywith support from a dedicated CA Team colleague, manage a consultant’s audio and copy-typing requirements and prepare reports, minutes, notes, emails and other correspondence within a two-day turnaroundproofread grammar, punctuation and formatting without changing the content of letters, and provide draft and final documents to the client relationship manager for review and enclosuresensure correspondence includes the correct enclosures, meets deadlines and is filed accurately, and coordinate client mail merges and supporting databasesmanage calls, messages, diary reminders and follow-ups, file consultant emails and assist with incoming post, using MWeb to support day-to-day workorganise client meetings, including client communications, meeting request forms with the senior consultant, client files, boardroom bookings and IT or conference equipmentarrange travel and accommodation in line with internal processes, including the company driver where applicableprepare consultants’ monthly reports as instructed by the consultant coordinator, submit mileage and expenses in line with company policy, and keep CPD records up to dateattend relevant training and take on other duties within the scope, spirit and purpose of the role as requested by your line manager or the leadership teamWhat we are looking forYou will have:excellent people management and interpersonal skills, with the confidence to motivate colleagues and build strong working relationshipsa commitment to acting with integrity and discretion at all timesstrong written English, including composition, grammar, spelling and punctuation, and a keen eye for detailfull proficiency in Microsoft Officea proactive, enthusiastic and driven approach, with the ability to work independently and use your initiativestrong organisation and prioritisation skills, helping you manage competing demands and meet deadlinesa collaborative approach and the flexibility to adapt within an ever-changing environmentWhy join us?At Mattioli Woods, you’ll help shape how our PA team works day to day while staying closely involved in consultant support. This role brings together people leadership, practical problem-solving and collaboration across the firm, giving you the opportunity to support colleagues’ development and make a tangible contribution to the service we deliver.What’s in it for youcompetitive salary (depending on experience) 34.5-hour working weekhealth cash plan (Core Level 1)Benenden Healthcare (company-funded; includes 24/7 GP access, mental health support, physiotherapy, medical diagnostics, and access to selected surgical treatments)5% Employer and 5% Employee minimum Group Pension contribution (if you choose to contribute 6%, we will match this)4x salary life assurance and group income protection25 days’ holiday plus statutory (increasing with service)hybrid working – a blend of home and office timetraining and development opportunitiesa supportive, collaborative team environment
PA Team Leader in Leicester employer: Mattioli Woods
Mattioli Woods is an exceptional employer, offering a structured 12-month Financial Adviser Academy that transforms trainees into confident financial advisers. With a fully salaried model, genuine one-to-one mentorship, and real client experience, we foster a supportive work culture that prioritises employee growth and development. Located in a vibrant area, our team enjoys a collaborative environment that encourages innovation and personal achievement.
