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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: Gain valuable experience, develop skills, and enjoy a supportive work culture.
- Other info: Flexible role with opportunities to learn and grow within the team.
- Why this job: Be at the heart of operations, making a real difference in a thriving company.
- Qualifications: Previous PA or admin experience, strong communication, and organisational 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 in London employer: Walker Crips
Contact Detail:
Walker Crips 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
Prepare for interviews by researching the company and its culture. Tailor your responses to highlight how your skills in organisation and communication can support their Managing Director and senior partners effectively.
✨Tip Number 3
Practice your shorthand and typing skills before the interview. Being able to demonstrate these abilities on the spot can really set you apart from other candidates!
✨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, and we love seeing familiar faces from our community.
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 experiences that match the Senior PA role. 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 senior partners!
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 provided exceptional client service in the past. We love a good story!
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 spelling, and keep your tone professional yet friendly. We appreciate a well-written application that reflects your personality!
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 us you’re keen on joining the StudySmarter team!
How to prepare for a job interview at Walker Crips
✨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 demonstrate 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 colleagues in the past. Be ready to discuss your experience with phone dictation, shorthand, and any client correspondence you've managed.
✨Demonstrate Your Organisational Skills
Highlight your ability to manage multiple priorities by sharing specific instances where you successfully juggled various tasks. Discuss your experience with diary management, arranging meetings, and handling administrative duties, showcasing your attention to detail and time management skills.
✨Be Ready for the Unexpected
The role requires adaptability and a proactive approach. Prepare to discuss how you've handled unexpected issues in previous roles. Share examples that illustrate your flexibility and willingness to step in and support your team when needed.