Executive Personal Assistant

Job Description

Industry: Private Wealth Management

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Title: Executive Assistant

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Location: London SW1 – Hybrid

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Salary: Circa £50-60,000 + Bonus & Benefits

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Hybrid – 4 days in office

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Job Summary:

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Our Private Wealth Manager client is seeking a highly organised, proactive, and discreet Personal Assistant to join our London office. The successful candidate will provide high-quality administrative and organisational support to three senior executives, helping them to manage their time, priorities, communications, and day-to-day workload effectively.

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This is a varied and trusted role requiring excellent attention to detail, sound judgement, strong communication skills, and the ability to work confidently with senior stakeholders, colleagues, clients, and external contacts.

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Responsibilities:

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• Provide comprehensive PA support to three senior executives, ensuring their professional and personal commitments are managed efficiently and appropriately.

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• Manage complex diaries, including scheduling meetings, resolving clashes, prioritising commitments, and liaising with family members where required to ensure work and personal diaries co-exist effectively.

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• Support the day-to-day management of executive workloads, ensuring key tasks, deadlines, and follow-up actions are tracked and progressed.

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• Prepare and format presentations, management information, client documents, meeting papers, and client communications to a high standard.

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• Develop a strong understanding of wider team priorities and workloads to support effective coordination across the business.

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• Assist with the preparation, coordination, and management of meetings, including arranging logistics, preparing materials, taking minutes, monitoring actions, and following up with relevant stakeholders.

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• Manage inboxes on behalf of senior executives, including responding where appropriate, filing correspondence, flagging client-related emails, and ensuring matters are dealt with promptly and professionally.

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• Handle correspondence and maintain accurate filing in line with internal procedures and confidentiality requirements.

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• Monitor and submit expenses in a timely manner, ensuring compliance with the Gifts and Entertainment Policy and any other relevant internal requirements.

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• Arrange and coordinate travel, lunches, events, and other business or personal commitments as required.

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• Assist with personal administration and correspondence where appropriate, maintaining discretion and confidentiality at all times.

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• Build strong working relationships with colleagues, clients, family contacts, and external parties, acting as a professional and trusted point of contact.

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Qualifications and Experience:

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• A minimum of, or equivalent to three A Levels (grades A–C)

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• 2+ years’ experience in a similar role with financial services.

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Skills:

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• Excellent written and verbal communication skills.

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• Highly organised, diligent, and able to manage competing priorities effectively.

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• Strong IT skills, including confident use of Microsoft Office applications.

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• Excellent attention to detail and a high standard of written presentation.

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• Ability to work with discretion, confidentiality, and sound judgement.

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• Professional, calm, and responsive approach, particularly when working under pressure.

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• Strong interpersonal skills, with the ability to build effective relationships at all levels.

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• Proactive and solutions-focused, with the confidence to anticipate needs and take ownership of tasks.

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