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Personal Assistant (PA) to Senior Financial Planner - Exciting New Role in Mayfair, London,Full-time | £35,000-£50,000 DOE | London Office | Bonus + Benefits
Are you an experienced PA with a sharp eye for detail, outstanding organisational skills, and a passion for delivering excellence?
We’re offering an exciting opportunity to join a prestigious Partner Practice of St. James’s Place Wealth Management, based in the heart of, London. As the Personal Assistant to the Senior Financial Planner, you'll play a key role in supporting a high-performing financial planning team, acting as the engine behind seamless operations and exceptional client service.
This is your chance to join a supportive, professional environment where you’ll be trusted with meaningful responsibilities and given the opportunity to thrive.
What You’ll Be Doing: Personal Assistant (PA) to Senior Financial Planner
- Diary & Schedule Management - Take control of a dynamic calendar, prioritising meetings and ensuring the team’s pipeline remains on track.
- Client Liaison & Meeting Prep - Be the friendly first point of contact for clients, coordinating appointments and ensuring all materials are ready.
- Document & Report Preparation - Produce polished client reports and financial documents with accuracy and professionalism.
- Inbox & Correspondence - Manage a busy email inbox, delegate tasks through Salesforce, and ensure no message goes unanswered.
- Research & Admin Support - Assist the paraplanner and admin team in compiling market research and client data.
- Compliance & Record-Keeping - Ensure all documentation complies with FCA and SJP standards.
- Team Collaboration - Act as the glue of the team, working closely with colleagues to keep everything running smoothly.
To apply or learn more, please contact Sam Negbenebor at Financial Divisions.
