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 • 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.