This is a part-time, on-site role for a Personal Assistant/Administrator, 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 advisers and operations manager 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.
Responsibilities
* Manage and organise incoming and outgoing correspondence, including emails, letters, and phone calls, ensuring timely responses.
* Maintain accurate records through data entry and filing systems (digital and paper)
* Assist with scheduling appointments, meetings, and events, ensuring all logistics are coordinated efficiently.
* Prepare reports, documents, and presentations as required, demonstrating strong typing skills and attention to detail.
* Handle administrative tasks such as photocopying, scanning, and maintaining office supplies inventory.
* Provide excellent phone etiquette when communicating with clients, suppliers, and colleagues.
* Support other administrative staff with various clerical duties to ensure organisational efficiency.
Requirements
* Proven administrative experience or office experience is essential
* Friendly, approachable and confident dealing with people face-to-face and over the phone
* Familiarity with office procedures and clerical practices
* Excellent data entry skills with high accuracy and speed (typing).
* Experience in clerical skills, data entry and organisational tasks
* Excellent time management and multitasking abilities, maintaining order with conflicting priorities
* Personable and professional telephone manner
* Exceptional verbal and written communication skills
* Proficiency in office software tools (e.g., Microsoft Office Suite - Word & Excel)
* Ability to handle confidential information with discretion
* Highly organised
* Keen attention to detail
* Proactive, reliable and happy working independently
* Prior experience in financial services is a plus
Part time (minimum 15 hours per week)
On-site
Salary from £23,500 DOE
Company Pension
On-site parking
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.
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.
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