At a Glance
- Tasks: Support the Managing Director and senior partners with diverse administrative tasks.
- 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 company.
- Why this job: Be at the heart of operations, making a real difference every day.
- Qualifications: Previous PA or administrative experience, 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
At Walker Crips, we pride ourselves on fostering a collaborative and inclusive work environment where compliance professionals can thrive. Our commitment to employee development is evident through tailored training programmes and opportunities for career progression within the financial services sector. Located in a vibrant area, we offer a dynamic workplace culture that values integrity and innovation, making us an excellent employer for those seeking meaningful and rewarding careers in compliance.
StudySmarter Expert Advice🤫
We think this is how you could land Senior PA
✨Join HR Networks
Get involved in HR-specific communities, like the Chartered Institute of Personnel and Development (CIPD) and local HR meetups. This is a fantastic way to connect with industry professionals and learn about job openings before they even hit job boards!
✨Make Your Presence Known
Attend HR conferences and workshops in your area to network with potential employers. Don't be shy—introduce yourself, exchange business cards, and let them know you're keen on a full-time role in HR. Who knows, you might just land a friendly face at Walker Crips!
✨Leverage Your University Connections
If you’re a recent grad or still in uni, tap into your career services and alumni network. Many universities have connections with companies looking for HR talent, so get those leads and apply through our website for a smoother application process.
✨Showcase Your HR Passion
Create content around HR topics you’re passionate about, like employee engagement or diversity initiatives. Share articles or insights on LinkedIn to demonstrate your knowledge and get noticed by recruiters. It’s a subtle yet effective way to show you’re the right fit for a full-time role at Walker Crips.
We think you need these skills to ace Senior PA
Some tips for your application 🫡
Show Off Your HR Skills:When you’re crafting your CV, make sure you highlight specific HR skills that are relevant to the role at Walker Crips. Include any experience with recruitment processes, employee relations, or performance management, and don’t forget to mention your familiarity with HR software or tools that could give you an edge.
Tailor Your Cover Letter:Your cover letter is your chance to shine, so tailor it to Walker Crips and the specific HR role. Highlight your passion for people management and how your unique approach can help foster a positive workplace culture. Be sure to sprinkle in examples from your past experiences that illustrate your problem-solving abilities and interpersonal skills.
Include Relevant Certifications:If you’ve got any HR certifications or relevant training under your belt, be sure to showcase them! These qualifications can really set you apart from other candidates when applying for this full-time HR position at Walker Crips. List them prominently on your CV to catch the hiring manager's eye.
Align with Company Culture:Make sure your application speaks to Walker Crips's values and culture. Research the company and align your experiences or values with what they stand for. This will show them that you're not only a fit for the role but also for the overall vibe of the team and organisation.
How to prepare for a job interview at Walker Crips
✨Brush Up on HR Best Practices
As you're diving into human resources, it’s crucial to be well-versed in the latest HR practices and legislation. Get familiar with key topics like employee engagement, talent acquisition, and diversity initiatives, as these could easily pop up in your interview with Walker Crips.
✨Know Your Recruitment Tools
Most HR roles involve using various recruitment tools and ATS (Applicant Tracking Systems). Make sure you can comfortably discuss platforms like Workday or Greenhouse. If you've had direct experience, share those examples; if not, show your eagerness to learn!
✨Highlight Your People Skills
A full-time HR role at Walker Crips will require strong interpersonal skills. Prepare to share stories that demonstrate how you’ve successfully navigated conflicts or supported team members in past experiences. Authenticity goes a long way in this field.
✨Stay Current with HR Trends
Being up to speed with current HR trends, like remote working protocols or mental health initiatives, can set you apart. Be ready to discuss how these trends could impact Walker Crips and how you would contribute to adapting HR strategies.
