Company Description
Stevens Wealth Management Ltd is a Partner Practice of St. James's Place Wealth Management, providing tailored, face-to-face financial advice for individuals, families, businesses, and private clients. Specialising in Intergenerational Wealth Management, the firm focuses on supporting families to address the financial needs of multiple generations, helping them to protect, grow and pass on wealth. The team is committed to building long-term client relationships based on trust.
Role Description
This is a part-time, on-site role for a Personal Assistant to the Director, based in Skipton, North Yorkshire. The role involves assisting with diary management, scheduling meetings, managing correspondence, preparing documents, and providing general administrative and clerical support. The Personal Assistant will act as a key support for the Director by ensuring efficient organisation and coordination of daily activities and tasks.
This is a key role within the business and would suit someone who enjoys being the first point of contact, takes pride in providing a high standard of client care, and likes working in a professional but personable environment. We place great importance on relationships, discretion, and attention to detail.
We are flexible on days and hours for the right person, and warmly welcome applications from career returners, school-hours candidates, and semi-retired applicants.
Qualifications
Strong skills in Diary Management and Administrative Assistance
Experience in Clerical Skills and organisational tasks
Excellent time management and multitasking abilities
Personable and professional telephone manner
Exceptional verbal and written communication skills
Proficiency in office software tools (e.g., MS Office Suite)
Ability to handle confidential information with discretion
Prior experience in financial services is a plus
About you
Friendly, approachable and confident dealing with people face-to-face and over the phone
Highly organised
Keen attention to detail
You can manage multiple, conflicting priorities and maintain order
Proactive, reliable and happy working independently
Stevens Wealth Management Ltd is an Appointed Representative of St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.