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:
* Oversee daily office operations, ensuring a tidy, organised, and professional environment.
* Act as the point of contact for vendors, IT support, and building management.
* Maintain office supplies, equipment, and inventory levels.
Client & Team Coordination:
* Greet and assist clients with professionalism and warmth, both in person and over the phone.
* Support onboarding processes for new clients and employees.
* Help coordinate team meetings, events, and staff communications.
What We’re Looking For:
* Minimum 2 years in a PA, EA, or Office Manager role (Within Financial Planning).
* Proficiency in all Microsoft Office programmes.
* Excellent communication, time management, and multitasking abilities.
* Social media management experience (Preferred).
* Trustworthy, professional, and capable of maintaining discretion at all times.
What We Offer:
* Starting salary of up to £30,000 and benefits package.
* Exam & Study support.
* Pathway progression all the way up to Financial Adviser.
* Supportive, collaborative team culture.
* Opportunities for professional growth and development.
* A modern office environment in a central location.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Sheffield on a Personal Assistant role.
Our commitment to you
* Start every journey with a conversation to find out about you in depth.
* Provide honest feedback on where you fit in the jobs market.
* Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
* Take a holistic mindfulness approach - career happiness is rarely just about the money.
* Cover the whole of the UK with a local touch through our regional teams.
* Never pester you.