Job Description
Job Title: Personal Assistant (Wealth Management)
Location: Sheffield
Salary: Up to £30,000 (Depending on experience)
Industry: Financial Planning/Wealth Management
Reference Number: 9632
Are you a proactive, detail-oriented professional with a passion for organisation and supporting high-performing teams? I am working with a growing, client-focused financial planning firm seeking a dedicated Personal Assistant to support the director and leadership team, whilst also making sure that day-to-day operations run smoothly and provide executive-level support.
My client has been established for over 25 years, covering everything from Financial Planning, Mortgage advice, and insurance. They are an appointed representative of a large-scale network.
What You’ll Do:
Executive Support:
* Provide high-level administrative support to senior financial planners and executives.
* You will be the initial point of contact for clients and third parties.
* Manage calendars, schedule meetings, and coordinate travel arrangements
* Client account management.
* Prepare reports, presentations, and correspondence with accuracy and confidentiality.
Office Management...