Personal Assistant in Chichester

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

• 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.