Job Description
About Us:
We are an award-winning independent financial advice practice based in Nostell Priory, Wakefield, West Yorkshire, known for delivering high-quality, personalised financial planning services to individuals and businesses. As our practice continues to grow, we are looking for a highly organised and proactive Personal Assistant (PA) to support the Company Director in the smooth running of daily operations.
The Role:
As the Personal Assistant to the Director, you will play a pivotal role in ensuring their time is managed efficiently and the business runs smoothly. This is a varied and rewarding role requiring discretion, initiative, and strong organisational skills.
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Key Responsibilities:
· Diary and email management for the Director
· Organising meetings, preparing agendas, and taking minutes
· Handling confidential documents and correspondence
· Liaising with clients and professional partners on behalf of the Director
· Assisting with compliance and regulatory documentation
· Supporting general office administration as needed
· Coordinating travel and accommodation arrangements
· Helping to implement and improve administrative processes
· Completion of special projects
· Running occasional personal and business-related errands on behalf of the Director (e.g., collecting documents, purchasing supplies)
The Ideal Candidate:
· Previous experience as a Personal Assistant or in a similar administrative role
· Strong organisational and time management skills
· Excellent verbal and written communication
· Proficient in Microsoft Office (Outlook, Word, Excel)
· Ability to work with discretion and handle sensitive information
· Knowledge of financial services or working within a regulated environment (desirable but not essential)
What We Offer:
· Competitive starting salary of £25,500 per annum
· Supportive working environment in a professional and friendly team
· Opportunities for career development and training
· 20 days holiday plus bank holidays
· Office-based role with standard working hours (Monday to Friday)
How to Apply:
Please send your CV and a brief covering letter outlining your suitability for the role to [email protected].
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