Solid Recruitment
Bosham, Sussex
Personal Assistant Location: Chichester Salary: 30,000 - 35,000 plus Benefits (DOE) About the Role Our client, a well-established and highly respected Financial Services practice, is seeking an experienced and proactive Personal Assistant to provide comprehensive support to senior advisers and the wider team. This is a varied and fast-paced role that would suit an organised professional who thrives on managing multiple priorities, has exceptional attention to detail, and is comfortable working within a client-focused environment. Previous experience within Financial Services, Wealth Management, Financial Planning, or a similar regulated environment would be highly advantageous. A key aspect of the role will involve attending client meetings, producing detailed and accurate post-meeting summaries, and ensuring all follow-up actions are documented and completed efficiently. Key Responsibilities Executive & Administrative Support Provide day-to-day support to senior advisers and directors. Manage diaries, appointments, and meeting schedules. Organise client meetings, including preparation of documentation and meeting packs. Handle correspondence, telephone enquiries, and client communications professionally and confidentially. Coordinate travel arrangements and other administrative requirements. Meeting Support & Documentation Attend client meetings where required. Produce clear, concise, and professional post-meeting summaries and client notes. Record actions, recommendations, and follow-up requirements accurately. Ensure meeting records comply with internal procedures and regulatory requirements. Track outstanding actions and ensure timely completion. Client Relationship Management Act as a key point of contact for clients. Deliver a high level of customer service and maintain strong professional relationships. Assist with client onboarding, documentation, and ongoing servicing requirements. Liaise with providers and third parties to obtain information and progress client cases. General Office Support Maintain accurate records and filing systems. Support compliance and administration processes. Assist with project work and business initiatives as required. Contribute to the smooth running of the practice and wider team. Systems & Tools Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) CRM systems Salesforce experience would be preferred About You We're looking for an individual who is: Highly organised with excellent time management skills. A confident communicator with strong written and verbal communication abilities. Experienced in producing accurate meeting notes, summaries, and professional documentation. Comfortable managing confidential and sensitive information. Able to work independently whilst supporting a busy team. Detail-oriented with excellent proofreading and administration skills. Proactive, professional, and client-focused. Desirable Experience Previous experience as a Personal Assistant, Executive Assistant, or Senior Administrator. Experience within Financial Services, Wealth Management, Financial Planning, Banking, or a regulated professional services environment. Understanding of Financial Services terminology and processes. Experience producing client meeting summaries, suitability reports, or technical documentation. If you're looking to join a professional and growing Financial Services practice where you can play a key role supporting advisers and delivering an exceptional client experience, we'd love to hear from you.
Personal Assistant Location: Chichester Salary: 30,000 - 35,000 plus Benefits (DOE) About the Role Our client, a well-established and highly respected Financial Services practice, is seeking an experienced and proactive Personal Assistant to provide comprehensive support to senior advisers and the wider team. This is a varied and fast-paced role that would suit an organised professional who thrives on managing multiple priorities, has exceptional attention to detail, and is comfortable working within a client-focused environment. Previous experience within Financial Services, Wealth Management, Financial Planning, or a similar regulated environment would be highly advantageous. A key aspect of the role will involve attending client meetings, producing detailed and accurate post-meeting summaries, and ensuring all follow-up actions are documented and completed efficiently. Key Responsibilities Executive & Administrative Support Provide day-to-day support to senior advisers and directors. Manage diaries, appointments, and meeting schedules. Organise client meetings, including preparation of documentation and meeting packs. Handle correspondence, telephone enquiries, and client communications professionally and confidentially. Coordinate travel arrangements and other administrative requirements. Meeting Support & Documentation Attend client meetings where required. Produce clear, concise, and professional post-meeting summaries and client notes. Record actions, recommendations, and follow-up requirements accurately. Ensure meeting records comply with internal procedures and regulatory requirements. Track outstanding actions and ensure timely completion. Client Relationship Management Act as a key point of contact for clients. Deliver a high level of customer service and maintain strong professional relationships. Assist with client onboarding, documentation, and ongoing servicing requirements. Liaise with providers and third parties to obtain information and progress client cases. General Office Support Maintain accurate records and filing systems. Support compliance and administration processes. Assist with project work and business initiatives as required. Contribute to the smooth running of the practice and wider team. Systems & Tools Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) CRM systems Salesforce experience would be preferred About You We're looking for an individual who is: Highly organised with excellent time management skills. A confident communicator with strong written and verbal communication abilities. Experienced in producing accurate meeting notes, summaries, and professional documentation. Comfortable managing confidential and sensitive information. Able to work independently whilst supporting a busy team. Detail-oriented with excellent proofreading and administration skills. Proactive, professional, and client-focused. Desirable Experience Previous experience as a Personal Assistant, Executive Assistant, or Senior Administrator. Experience within Financial Services, Wealth Management, Financial Planning, Banking, or a regulated professional services environment. Understanding of Financial Services terminology and processes. Experience producing client meeting summaries, suitability reports, or technical documentation. If you're looking to join a professional and growing Financial Services practice where you can play a key role supporting advisers and delivering an exceptional client experience, we'd love to hear from you.
