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- Tasks: Support the Managing Director and senior partners with diverse administrative tasks.
- 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 valued.
- Why this job: Be at the heart of decision-making and make a real impact on client relationships.
- Qualifications: Experience in PA or administrative 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
- 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
Contact Detail:
Walker Crips Group Recruiting Team
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
Nail that interview prep! Research the company and the people you'll be meeting. Prepare some thoughtful questions to show you’re genuinely interested in supporting the Managing Director and the team.
✨Tip Number 3
Show off your skills! Bring examples of your previous work, especially anything related to client communication or administrative tasks. This will help demonstrate your attention to detail and organisational prowess.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining our team at StudySmarter!
We think you need these skills to ace Senior PA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Senior PA role. Highlight your organisational skills, attention to detail, and any relevant experience in financial services support. We want to see how you can bring value to our 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 examples of how you've managed multiple priorities or supported senior management in the past. Let us know what makes you tick!
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your application is clear and concise. Use proper grammar and structure, and don’t forget to proofread! We appreciate attention to detail, so show us you’ve got it.
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 keen on joining the StudySmarter family!
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 listed 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 Organisational Skills
Since this role requires excellent organisational abilities, prepare examples from your past experiences where you successfully managed multiple priorities. Be ready to discuss how you handle tight deadlines and unexpected challenges, as this will demonstrate your adaptability and proactive nature.
✨Communicate Clearly and Confidently
Strong communication skills are essential for a Senior PA. Practice articulating your thoughts clearly and confidently. You might even want to rehearse common interview questions with a friend or in front of a mirror to ensure you come across as professional and self-assured during the interview.
✨Prepare Questions for Them
Interviews are a two-way street, so prepare thoughtful questions to ask the interviewers. This shows your genuine interest in the role and the company. You could ask about their expectations for the Senior PA position or how the advisory team collaborates on client projects. It’s a great way to engage and leave a lasting impression!