Executive PA to CFO & Partner - Diary, Travel & IR

Claret Capital; Greater London; Hybrid; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Company pension scheme

Private medical, dental and travel ins

Life assurance and group income

Learning and development opportunities

Job summary

Claret Capital Partners Limited is seeking a Personal Assistant to support the CFO and Operating Partner. The role combines expert diary and travel management with marketing and investor relations support, within a hybrid UK setting and close interaction with senior leadership.

You will coordinate complex schedules, prepare strategic materials, and help drive efficient operations across finance, admin and client-facing activities.

Qualifications

• Experience in administrative, PA or office support roles.
• Strong diary and travel management experience.
• Excellent organisation and stakeholder handling abilities.
• Proficiency with Microsoft Office and PowerPoint.

Responsibilities

• Manage a complex diary for the CFO & Operating Partner.
• Coordinate domestic and international travel arrangements.
• Prepare high-quality meeting materials and papers.
• Organise conferences, investor days and client events.
• Process expenses and handle routine admin tasks.
• Support marketing, IR activities and CRM data upkeep.
• Provide office support and manage guest reception.

Skills

Diary management

Travel coordination

Stakeholder management

MS Office proficiency

AI tools familiarity

Tools

CRM platforms

PowerPoint

Travel booking tools

Job description

Claret Capital Partners Limited is seeking a Personal Assistant to support the CFO and Operating Partner. The role combines expert diary and travel management with marketing and investor relations support, within a hybrid UK setting and close interaction with senior leadership.

You will coordinate complex schedules, prepare strategic materials, and help drive efficient operations across finance, admin and client-facing activities.