At a Glance
- Tasks: Support the MD and advisory team with admin tasks, client communication, and diary management.
- 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 adaptability.
- Why this job: Be part of a dynamic team and make a real difference in client relations.
- Qualifications: Experience as a PA or in admin roles, with strong communication and organisational skills.
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
- 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
- Client Reporting
Senior Personal Assistant to MD & Advisory Team in London employer: Walker Crips Group plc
Join a dynamic and inclusive team where your contributions as a Senior Personal Assistant will be valued and recognised. Our supportive work culture fosters professional growth, offering opportunities for skill enhancement and career advancement in a fast-paced environment. Located in the heart of the UK, we provide a vibrant workplace that prioritises employee well-being and encourages collaboration among colleagues.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Personal Assistant to MD & Advisory Team 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 Personal Assistant 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 the Managing Director and advisory team. We want to see you shine!
✨Tip Number 3
Practice your shorthand and typing skills before the interview. Being able to demonstrate these abilities will set you apart from other candidates. Plus, it shows you’re serious about the role and ready to hit the ground running!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing familiar faces from our community!
We think you need these skills to ace Senior Personal Assistant to MD & Advisory Team in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Senior Personal Assistant. Highlight your organisational skills, attention to detail, and any relevant experience in financial services. We want to see how you can support our Managing Director and advisory 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 role. Mention specific experiences that demonstrate your ability to manage multiple priorities and communicate effectively, just like we need.
Show Off Your Skills:Don’t forget to showcase your shorthand and typing skills! If you have experience with client reporting or using document management systems, let us know. We love seeing candidates who are proactive and adaptable.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
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 responsibilities of a Senior Personal Assistant. Familiarise yourself with tasks like managing client communications and preparing reports. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Be ready to discuss specific examples of how you've managed multiple priorities in a fast-paced environment. Think of situations where your attention to detail made a difference, or how you successfully coordinated events or meetings. This will highlight your suitability for the role.
✨Practice Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly and confidently. You might even want to prepare a few responses to common interview questions, focusing on your written and verbal skills. This will help you come across as professional and confident during the interview.
✨Prepare Questions for Them
Interviews are a two-way street, so think of insightful questions to ask about the company culture, team dynamics, or specific challenges the advisory team faces. This shows your enthusiasm for the role and helps you determine if it's the right fit for you.
