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 service.
- 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 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 our Managing Director and senior partners 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 maintaining a supportive environment, this position offers a rewarding career path in a fast-paced setting that prioritises employee well-being and client satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land Senior PA
✨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. Focus on showcasing your attention to detail and ability to manage multiple priorities, just like the job requires.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior PA
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 you've handled. We want to see how your skills match what we're looking for!
Show Off Your Communication Skills:Since excellent communication is key for this role, use your application to showcase your written skills. Whether it's through a well-structured cover letter or clear bullet points in your CV, let us see how you can communicate effectively.
Be Detail-Oriented:Attention to detail is crucial for a Senior PA. Make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their documents are polished and professional.
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’s super easy to do!
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 mentioned in the job description, like client management and report production. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, prepare examples of how you've successfully managed multiple priorities in previous jobs. Think about specific situations where your attention to detail made a difference, and be ready to discuss these during the interview.
✨Practice Your Communication Skills
As a Senior PA, you'll need to communicate effectively with clients and team members. Practise articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get comfortable with discussing your experience and skills.
✨Be Ready for Scenario Questions
Expect to be asked how you'd handle unexpected issues or tight deadlines. Prepare for scenario-based questions by thinking through past experiences where you had to adapt quickly. Highlight your proactive approach and flexibility, as these traits are crucial for success in this role.
