Personal Assistant

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

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• Provide day-to-day support to senior advisers and directors.
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• Manage diaries, appointments, and meeting schedules.
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• Organise client meetings, including preparation of documentation and meeting packs.
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• Handle correspondence, telephone enquiries, and client communications professionally and confidentially.
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• Coordinate travel arrangements and other administrative requirements.
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Meeting Support & Documentation

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• Attend client meetings where required.
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• Produce clear, concise, and professional post-meeting summaries and client notes.
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• Record actions, recommendations, and follow-up requirements accurately.
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• Ensure meeting records comply with internal procedures and regulatory requirements.
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• Track outstanding actions and ensure timely completion.
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Client Relationship Management

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• Act as a key point of contact for clients.
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• Deliver a high level of customer service and maintain strong professional relationships.
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• Assist with client onboarding, documentation, and ongoing servicing requirements.
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• Liaise with providers and third parties to obtain information and progress client cases.
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General Office Support

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• Maintain accurate records and filing systems.
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• Support compliance and administration processes.
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• Assist with project work and business initiatives as required.
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• Contribute to the smooth running of the practice and wider team.
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Systems & Tools

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• Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
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• CRM systems
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• Salesforce experience would be preferred
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About You

We're looking for an individual who is:

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• Highly organised with excellent time management skills.
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• A confident communicator with strong written and verbal communication abilities.
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• Experienced in producing accurate meeting notes, summaries, and professional documentation.
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• Comfortable managing confidential and sensitive information.
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• Able to work independently whilst supporting a busy team.
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• Detail-oriented with excellent proofreading and administration skills.
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• Proactive, professional, and client-focused.
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Desirable Experience

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• Previous experience as a Personal Assistant, Executive Assistant, or Senior Administrator.
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• Experience within Financial Services, Wealth Management, Financial Planning, Banking, or a regulated professional services environment.
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• Understanding of Financial Services terminology and processes.
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• Experience producing client meeting summaries, suitability reports, or technical documentation.
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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.