At a Glance
- Tasks: Support the Managing Director and senior partners with diverse administrative tasks.
- Company: Join a leading age-inclusive jobs board focused on empowering over-50s.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Fast-paced environment with a focus on teamwork and client communication.
- Why this job: Be a key player in a dynamic team while enhancing your organisational skills.
- Qualifications: Experience as a PA or in administrative roles; shorthand and fast typing skills required.
The predicted salary is between 35000 - 45000 £ per year.
We are seeking a highly organised and adaptable Senior Personal Assistant to support the Managing Director and senior partners, while also providing administrative and client service support across the wider advisory team. This is a varied role requiring excellent communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities
- Personal Assistant Support
- Provide dedicated PA support to Managing Director and senior partners, including phone dictation and shorthand
- Prepare meeting follow-ups, advice letters, and client correspondence
- Conduct company insurance and investment research
- Manage client administration tasks
- Client & Diary Management
- Arrange client appointments, lunches, and meetings
- Coordinate attendance at conferences, marketing events, and photoshoots
- Organise annual client communications (e.g. Christmas cards)
- Act as a key point of contact for client communication
- Team Support
- Provide secretarial support to four additional advisers as required
- Assist with similar administrative tasks across the team (on a reduced scale)
- General Office Duties
- Book meeting rooms and manage schedules
- Answer switchboard and direct calls appropriately
- Process incoming and outgoing post
- Ensure printers and office stationery are maintained and available
- Administrative & Reporting Duties
- Client Reporting
- Oversee production, issuance, and filing of: Quarterly Investment Reports (~750), Annual Costs & Charges Reports, Annual CGT/CTC Reports
- Distribute reports via client portal, encrypted email, or post
- Maintain accurate audit records by filing all communications within client folders
- Liaise with advisers to track, chase, and finalise reports
- Mailings & Communications
- Manage large-scale client mailouts using mail merge tools (Easy Mail Merge app)
- Handle manual processes for clients without portal access
- Issue quarterly market updates, portfolio overviews, and ad hoc technical bulletins
- File & Data Management
- Maintain and organise the shared drive filing system to ensure all client records are accessible
- Create and update annual client advice folders
- Ensure all documentation is accurately stored and audit-compliant
- Client Reporting
- Additional Responsibilities
- Proactively respond to unexpected issues and provide support where needed
- Demonstrate flexibility and willingness to take on a wide range of tasks
Key Skills & Experience
- Previous experience in a PA, administrative, and financial services support role
- Shorthand and fast typing skills is a must
- Strong organisational and time management skills
- Excellent written and verbal communication skills
- High level of attention to detail and accuracy
- Ability to manage high volumes of work and meet deadlines
- Proficiency in Microsoft Office and document management systems
- Experience with client reporting and financial administration (desirable)
Personal Attributes
- Proactive and adaptable with a flexible approach to work
- Professional and confident when communicating with clients
- Strong team player with a willingness to support others
- Able to handle confidential information with discretion
- Have an open mind, able to step in and help when unexpected issues arise
Senior PA in London employer: Walker Crips Group plc
Join a dynamic and inclusive team at the forefront of financial services, where your role as a Senior Personal Assistant will not only support senior leadership but also contribute to a collaborative work culture that values adaptability and proactive problem-solving. With opportunities for professional growth and development, alongside a commitment to employee well-being, this position offers a rewarding environment in which to thrive while making a meaningful impact on client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Senior PA in London
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the hunt for a Senior PA role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your responses to show how your skills in organisation and communication can directly benefit their team. We want to see you shine!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. This will help you articulate your experience and skills confidently when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing familiar names pop up in our system!
We think you need these skills to ace Senior PA in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior PA role. Highlight your experience in providing PA support, managing client communications, and any relevant administrative tasks. We want to see how your skills match what we're looking for!
Show Off Your Communication Skills:Since this role requires excellent written and verbal communication, don’t hold back! Use clear and concise language in your application. We love seeing candidates who can express themselves well, so let your personality shine through.
Detail Your Organisational Skills:This job is all about juggling multiple priorities, so be sure to showcase your organisational skills. Mention specific examples of how you've managed schedules, arranged meetings, or handled client correspondence in a fast-paced environment.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved!
How to prepare for a job interview at Walker Crips Group plc
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Senior PA role and its responsibilities. Familiarise yourself with the key tasks like client management, report production, and diary coordination. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
During the interview, be ready to discuss specific examples of how you've managed multiple priorities in a fast-paced environment. Use the STAR method (Situation, Task, Action, Result) to structure your answers, highlighting your attention to detail and ability to stay organised under pressure.
✨Communicate Clearly and Confidently
Excellent communication skills are crucial for this role. Practice articulating your thoughts clearly and confidently. You might even want to prepare a few questions to ask the interviewer about their expectations for the role, which shows your proactive approach and interest in effective communication.
✨Demonstrate Flexibility and Adaptability
The job requires a flexible approach to work, so be prepared to discuss times when you've had to adapt to unexpected challenges. Share examples that highlight your problem-solving skills and willingness to take on a variety of tasks, reinforcing your fit for the dynamic nature of the role.
