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- Tasks: Support the Managing Director and senior partners with diverse administrative tasks and client management.
- Company: Join a dynamic advisory team in a fast-paced environment.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: A vibrant workplace where adaptability and teamwork are key to success.
- Why this job: Be at the heart of decision-making and make a real impact on client relationships.
- Qualifications: Experience as a PA or in administrative roles, with strong communication 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
- 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
Contact Detail:
Walker Crips Group Recruiting Team
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
Nail that interview prep! Research the company and its culture, and be ready to showcase how your skills in organisation and communication can support their Managing Director and senior partners. Practice common interview questions with a mate to boost your confidence.
✨Tip Number 3
Show off your adaptability! In your conversations, highlight examples of how you've successfully managed multiple priorities in fast-paced environments. This will demonstrate that you’re the perfect fit for the varied responsibilities of a Senior PA.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Senior PA in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your organisational skills, attention to detail, and any relevant PA experience to show us you're the perfect fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you want to join StudySmarter and how your background aligns with our needs. Be personable and let your enthusiasm for the role come through.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application is clear and concise. Use proper grammar and structure to demonstrate your written communication skills right from the start.
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at Walker Crips Group
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Senior PA role. Familiarise yourself with the key responsibilities and required skills mentioned in the job description. This will help you tailor your answers to show how your experience aligns perfectly with what they’re looking for.
✨Showcase Your Communication Skills
As a Senior PA, excellent communication is crucial. Prepare examples of how you've effectively communicated with clients and team members in the past. Be ready to demonstrate your verbal and written skills during the interview, perhaps by discussing how you’ve handled client correspondence or prepared meeting follow-ups.
✨Demonstrate Your Organisational Skills
This role requires managing multiple priorities, so be prepared to discuss your organisational strategies. Share specific examples of how you’ve successfully managed your time and tasks in a fast-paced environment. Consider mentioning tools or methods you use to stay organised, like digital calendars or task management apps.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving abilities and adaptability. Think of scenarios where you had to respond to unexpected issues or manage high volumes of work. Practising these responses will help you feel more confident and show that you can handle the dynamic nature of the role.