We are looking for an experienced Financial Personal Assistant to provide dedicated support to our clients' personal financial affairs and the management of their private residential properties in the UK and overseas. The ideal candidate will be highly organised, discreet, and capable of operating with minimal supervision in a confidential environment.
This is a part-time role offering flexibility and variety, supporting a busy household with a range of administrative, property, and financial tasks.
Responsibilities:
1. Manage day-to-day personal and household finances, including bill payments, banking, and account reconciliations
2. Liaise with UK and overseas property managers, contractors, and professional advisors to ensure the smooth running of properties
3. Maintain financial records, expense tracking, and budgets for multiple properties and projects
4. Oversee insurance renewals, tax documentation, and compliance in coordination with external accountants and advisers
5. Arrange and coordinate property maintenance, travel logistics, and household purchases when required
6. Prepare concise financial summaries and reports for review
7. Undertake ad hoc research, correspondence, and project support relating to domestic and overseas assets
8. Uphold absolute discretion and confidentiality at all times
Requirements/Experience:
9. Strong background in personal or family office finance administration, bookkeeping, or property management
10. Bookkeeping qualification
11. Excellent numeracy, attention to detail, and organisational skills
12. Competent user of Google Workspace, Microsoft Office and accounting or budgeting software
13. Proven ability to prioritise and manage diverse responsibilities independently
14. Professional, discreet, and trustworthy with experience handling sensitive information
For more information, please speak to Nicola Walker at Si Recruitment.