At a Glance
- Tasks: Support the MD and advisory team with admin tasks, client management, and communication.
- Company: Join a leading age-inclusive jobs board focused on empowering over-50s.
- Benefits: Gain valuable experience in a dynamic environment with opportunities for growth.
- Other info: Flexible role with a chance to tackle diverse challenges and support a vibrant team.
- Why this job: Be a key player in a fast-paced team while developing your organisational skills.
- Qualifications: Previous PA or admin experience, shorthand skills, and strong communication abilities.
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 Personal Assistant to MD & Advisory Team 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
✨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 perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your responses to highlight how your skills in organisation and communication can support the Managing Director and advisory team effectively.
✨Tip Number 3
Practice your shorthand and typing skills regularly. Being quick and accurate will not only impress during interviews but also show that you’re ready to hit the ground running in a fast-paced environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Personal Assistant to MD & Advisory Team
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Personal Assistant role. Highlight your experience in providing PA support, managing client communications, and any relevant financial services experience. 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 and verbal 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 this position. 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, just like the work we do at StudySmarter!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you're proactive, which is exactly the kind of attitude we love!
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 role.
✨Showcase Your Organisational Skills
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. This will highlight your ability to stay organised and efficient under pressure.
✨Communicate Clearly and Confidently
Since excellent communication skills are crucial for this role, practice articulating your thoughts clearly. During the interview, be concise but thorough in your responses. Don't hesitate to ask for clarification if you don't understand a question—this shows you're engaged and willing to communicate effectively.
✨Prepare Questions for Them
Interviews are a two-way street, so prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you assess if the company is the right fit for you.
