Personal Assistant - Financial Services

Job description

We here at Siamo Recruitment are proud to working with one of South Wests leading wealth management firms. Due to continued success and an exciting re-structure our client are looking to hire an Personal Assistant.

This is the perfect opportunity for an individual with financial services exposure looking to broaden their knowledge and see their work make a true difference.

As thePersonal Assistant you will be working with directly with the senior management team and FAs to deliver leading products across the UK.

Within this role it will offer you the chance to be the bond between all departments and work with high net-worth individuals where customer experience should be at the heart of what you do.

What does our clients benefits scheme include?

• Up to a 20% annual bonus scheme (performance based)
• Professional investment plans for relevant courses, exams and industry training materials
• 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
• Annual salary reviews
• Private medical insurance and life cover available
• Recruitment referrals bonus
• Hybrid working offering 2 days from home post probation
• Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday
• Free on-site parking

• Being first point of contact for the companies enquiries
• Managing a customer base updating on stages and resolving queries
• Booking of client meetings, webinars, travel and team events
• Attending meetings with advisors supporting and providing guidance where required
• Managing all post sign up administration
• Updating of customer records via CRM
• Management of enquiry emails and responses

• Previous administrative experience is essential
• Previous experience dealing with customer via the phone, email and face to face
• Previous experience within financial services is advantageous (banking, investment, insurance or wealth management)
• Microsoft Office proficient with exposure using CRMs and Zoom
• Excellent communication skills with the ability to converse with all levels
• Attentive with an eye for detail
• Full UK Driving License and Own Vehicle

Extra information

Status

Open

Education Level

Secondary School

Location

Normanton

Type of Contract

Full-time jobs

Salary indication

£30,000 Per Month

Published at

20-06-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English