Personal Assistant to Director ID-1613 – Amazon Store

About Us:

We are an award-winning independent financial advice practice based in Nostell Priory, Wakefield, West Yorkshire, known for delivering high-quality, personalised financial planning services to individuals and businesses. As our practice continues to grow, we are looking for a highly organised and proactive Personal Assistant (PA) to support the Company Director in the smooth running of daily operations.

The Role:

As the Personal Assistant to the Director, you will play a pivotal role in ensuring their time is managed efficiently and the business runs smoothly. This is a varied and rewarding role requiring discretion, initiative, and strong organisational skills.

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Key Responsibilities:

· Diary and email management for the Director

· Organising meetings, preparing agendas, and taking minutes

· Handling confidential documents and correspondence

· Liaising with clients and professional partners on behalf of the Director

· Assisting with compliance and regulatory documentation

· Supporting general office administration as needed

· Coordinating travel and accommodation arrangements

· Helping to implement and improve administrative processes

· Completion of special projects

· Running occasional personal and business-related errands on behalf of the Director (e.g., collecting documents, purchasing supplies)

The Ideal Candidate:

· Previous experience as a Personal Assistant or in a similar administrative role

· Strong organisational and time management skills

· Excellent verbal and written communication

· Proficient in Microsoft Office (Outlook, Word, Excel)

· Ability to work with discretion and handle sensitive information

· Knowledge of financial services or working within a regulated environment (desirable but not essential)

What We Offer:

· Competitive starting salary of £25,500 per annum

· Supportive working environment in a professional and friendly team

· Opportunities for career development and training

· 20 days holiday plus bank holidays

· Office-based role with standard working hours (Monday to Friday)

How to Apply:

Please send your CV and a brief covering letter outlining your suitability for the role to [email protected].