Personal Assistant
Posted on Jun 24, 2026 by CV-Library
Chichester, West Sussex, United Kingdom
Accountancy
Immediate Start
£30k - £35k Annual
Full-Time
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
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
Reference: 225288468
https://jobs.careeraddict.com/post/113457946
Personal Assistant
Posted on Jun 24, 2026 by CV-Library
Chichester, West Sussex, United Kingdom
Accountancy
Immediate Start
£30k - £35k Annual
Full-Time
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
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
Reference: 225288468
Share this job:
Alert me to jobs like this:
Amplify your job search:
Expert career advice
Increase interview chances with our downloads and specialist services.
Visit Blog