Personal Assistant

Personal Assistant Location: Chichester Salary: 30,000 - 35,000 plus Benefits (DOE) About the Role Our client, a well-established and highly respected Financial Services practice, is seeking an experienced and proactive Personal Assistant to provide comprehensive support to senior advisers and the wider team. This is a varied and fast-paced role that would suit an organised professional who thrives on managing multiple priorities, has exceptional attention to detail, and is comfortable working within a client-focused environment. Previous experience within Financial Services, Wealth Management, Financial Planning, or a similar regulated environment would be highly advantageous. A key aspect of the role will involve attending client meetings, producing detailed and accurate post-meeting summaries, and ensuring all follow-up actions are documented and completed efficiently. Key Responsibilities Executive and Administrative Support Provide day-to-day support to senior advisers and directors. Manage diaries, appointments, and meeting schedules. Organise client meetings, including preparation of documentation and meeting packs. Handle correspondence, telephone enquiries, and client communications professionally and confidentially. Coordinate travel arrangements and other administrative requirements. Meeting Support and Documentation Attend client meetings where required. Produce clear, concise, and professional post-meeting summaries and client notes. Record actions, ..... full job details .....