Personal Assistant in Finance
Listed on 2026-09-12
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Administrative/Clerical
Office Administrator/ Coordinator
Personal Assistant in Finance
Reference
: TP7502
Location:Cannon Street, City
Working Pattern:Hybrid (3 days office / 2 days WFH after 6-month probation)
Salary:£40,000 – £50,000
We have a fantastic opportunity for a personal assistant to join a dynamic and social financial planning firm in the heart of the City. Working in a friendly team of PAs, you will provide dedicated support to the Operations Director and two of the Partners, playing a key role in keeping the business running smoothly. It's a collaborative team that values both performance and personality and rewards hard work by hosting amazing summer and Christmas parties, and much more.
Key Responsibilities- Inbox and diary management
- Coordinating client meetings and scheduling
- Maintaining accurate records and documentation
- Supporting event management activities
- Building and managing stakeholder relationships
- Minimum 2 years’ experience as a personal assistant
- Background in financial services preferred, but open to professional services
- Solid understanding of the financial services market
- Strong organisational skills and attention to detail
- Confident IT skills
If you're a proactive PA looking to join a lively and professional environment, this could be a great next step.
Bain and Gray is an equal opportunities employer. We continually strive to improve our processes around our diversity, equity, and inclusion strategy.
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