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.
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