Personal Assistant in London

The Penny Group is a vibrant business with a young and diverse demographic based in Cannon Street, London with additional offices in Woking, Hungerford and the Midlands. We passionately believe in growing and developing our people and this has been instrumental to our success. We are a Chartered Firm with a defined set of values that are an integral part of our culture, which we believe is one of the strongest of all financial planning firms. We are a serious business, but we are also conscious that work should be enjoyed.

This position offers the opportunity to develop professionally, build strong working relationships and establish a rewarding, long-term career within the business. Here at The Penny Group, our Personal Assistants provide dedicated support to members of the Leadership Team and Senior Advisers. This includes inbox and diary management, coordinating client meetings, maintaining accurate records, arranging internal and external meetings, supporting training and company meetings, managing travel arrangements and helping to ensure that client communications and documentation are completed accurately and on time.

The role will require you to work closely with advisers, the Client Service Team, senior management and other colleagues to ensure that high-quality client service is delivered. You will be responsible for managing your own workflow, anticipating requirements, keeping accurate records and proactively supporting the wider team, while working in accordance with tPG, Openwork and regulatory requirements.

Key Competencies

• Solving Problems: Identifies solutions given available information.
• Customer Focus: Provides courteous, timely, and helpful service to encourage client loyalty.
• Leveraging People Skills: Gets along well with others, is tactful, and behaves appropriately in social situations.
• Verbal Communication: Expresses ideas and opinions effectively in spoken conversations.
• Dealing with Ambiguity: Comfortably handles unclear or unpredictable situations.
• Dependability: Performs work in a reliable, consistent, and timely manner.
• Detail Focus: Performs work with care, accuracy, and attention to detail.
• Displaying Confidence: Projects poise and self-assurance when completing work tasks.
• Handling Stress: Manages pressure without getting upset, moody, or anxious.
• Time Management: Plans and prioritises work to maximise efficiency and minimise downtime.

Relevant Experience, Skills & Knowledge Required

Experience

• Two years’ experience in a PA role preferred.

Skills

• Team player with the ability to achieve agreed outcomes under own initiative, without supervision or micromanagement.
• Strong interpersonal skills with the ability to interact with a wide range of individuals.
• Excellent organisational, time management and prioritisation skills.
• High attention to detail.
• Strong communication skills with a confident, clear and professional telephone manner.
• Strong work ethic with the ability to take initiative, adopt a forward-thinking approach and proactively seek out work.

Knowledge

• A general understanding of the financial services market.
• IT literate, with working knowledge of Word, Excel and PowerPoint.

Who could be a potential candidate for this position?

An experienced PA looking to build on their administrative and organisational skills within a growing Chartered financial planning business, with the opportunity to work closely with senior leaders and advisers and play an important role in delivering an excellent client experience.

• Candidates should have previous experience working as a PA, with two years’ experience preferred, together with a strong background in administration.
• The successful candidate should be highly organised, able to manage their own workload and work effectively with minimal supervision, while consistently maintaining high standards of accuracy and professionalism.
• Strong interpersonal and communication skills are important, together with a confident, clear and professional telephone manner and the ability to build effective working relationships with advisers, senior management, clients and colleagues.
• The role would suit someone who is proactive, forward-thinking and able to anticipate what is needed, identify potential issues and take ownership of tasks without needing to be micro-managed.
• Candidates should be comfortable working under pressure, managing competing priorities and dealing with ambiguity, while remaining dependable and maintaining a strong focus on client service.
• A general understanding of the financial services market would be advantageous, together with good IT skills and working knowledge of Word, Excel and PowerPoint.
• Candidates should be willing to continue developing their skills and contribute to projects, events and wider business activities that support tPG in meeting its objectives.

Role Location: The role will primarily be based at our London office. Our positions are initially office based to increase the opportunities to learn from colleagues. An office based/working from home split is available once the Probationary period has been successfully passed. All roles are offered on an employed basis.

We offer competitive salaries and a bonus scheme, along with other competitive benefits including pension, life cover, income protection and private medical insurance. We are an inclusive company, and we encourage applicants from underrepresented groups.