Personal Assistant – Finance & Wealth Management

Personal Assistant – Finance & Wealth Management Salary:
Based on experience

As a well-established wealth management firm, Willday Wealth Management is seeking a highly organised and discreet Personal Assistant to support the Company Director. This role is ideal for someone with a strong administrative background, excellent attention to detail, and a high level of professionalism, particularly within the finance, investments, or private wealth sectors.

You will be instrumental in managing day-to-day operations, ensuring the Company Director’s schedule runs smoothly, and handling both business and personal matters with confidentiality and efficiency.

• Professional assistant duties for the Company Director, including handling incoming phone calls on his behalf with professionalism and proper phone etiquette
• Managing complex calendars, coordinating internal and client-facing meetings, and tracking important deadlines
• Liaise with clients, financial institutions, and professional service providers,
• Perform data entry tasks accurately and efficiently.
• Prepare, edit, and proofread reports, investment summaries, presentations, and confidential business correspondence.
• Assist with compliance documentation and secure file management.
• Arrange domestic or international travel as needed, including obtaining visas, arranging transportation, and securing accommodations.
• Handle confidential and personal matters and ad hoc tasks for the Company Director, including running errands and event co-ordination.
• Maintain and manage databases, subscriptions, and memberships.

The ideal candidate will:

• Hold a full UK Driving License
• Excellent written and verbal communication skills
• Highly organised with the ability to prioritise and manage multiple tasks under pressure.
• Strong knowledge of Microsoft Office
• Professional demeanor and ability to liaise with clients and senior stakeholders confidentially
• Strong understanding of confidentiality and discretion, especially when working with high-net-worth individuals.
• Familiarity with financial terminology, compliance processes, or CRM systems is an advantage.
• Prior experience as a Personal Assistant, or an administrative support role in finance, investment, legal, or wealth management is highly desirable.

• Competitive salary, dependent on experience
• 28 days holiday, with an additional day given per year of service (capped at
  5)
• Optional bike to work scheme
• Pension contributions
• On-site parking
• Quarterly company social events