Personal Assistant

The Penny Group; Greater London; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Bonus scheme

Pension

Private medical insurance

Life cover

Income protection

Job summary

The Penny Group, based in London, seeks a proactive Personal Assistant to support the Leadership Team and Senior Advisers. You will manage inboxes, diaries, meetings, records and travel arrangements while upholding regulatory standards and client service excellence.

The role offers clear career development within a Chartered financial planning firm and a hybrid office-based/remote work pattern following probation, with competitive salaries and benefits.

Qualifications

• Two years’ experience in a PA role preferred.
• Strong organisational and time management skills.
• Excellent verbal and written communication.
• IT literate with Word, Excel and PowerPoint.

Responsibilities

• Provide inbox and diary management for leadership team and senior advisers.
• Coordinate client meetings and maintain accurate records.
• Arrange travel and training logistics.
• Support internal and external meetings and company events.
• Ensure client communications and documentation are accurate and timely.

Skills

Diary management

Client liaison

Time management

Organization

Communication skills

Problem solving

Attention to detail

Education

PA experience (two years)

Tools

Word

Excel

PowerPoint

Job description

The Penny Group is a vibrant business witha young and diverse demographic based in Cannon Street, London with additionaloffices in Woking, Hungerford and the Midlands. We passionately believe ingrowing and developing our people and this has been instrumental to oursuccess.

We are a Chartered Firm with a defined setof values that are an integral part of our culture, which we believe is one ofthe strongest of all financial planning firms. We are a serious business, butwe are also conscious that work should be enjoyed.

This position offers the opportunity todevelop professionally, build strong working relationships and establish arewarding, long-term career within the business.

Here at The Penny Group, our PersonalAssistants provide dedicated support to members of the Leadership Team andSenior Advisers. This includes inbox and diary management, coordinating clientmeetings, maintaining accurate records, arranging internal and externalmeetings, supporting training and company meetings, managing travelarrangements and helping to ensure that client communications and documentationare completed accurately and on time.

The role will require you to work closelywith advisers, the Client Service Team, senior management and other colleaguesto ensure that high-quality client service is delivered. You will beresponsible for managing your own workflow, anticipating requirements, keepingaccurate records and proactively supporting the wider team, while working inaccordance with tPG, Openwork and regulatory requirements.

• Solving Problems: Identifies solutions givenavailable information.
• Customer Focus: Provides courteous, timely,and helpful service to encourage client loyalty.
• Leveraging People Skills: Gets along well with others, is tactful, andbehaves appropriately in social situations.
• Verbal Communication: Expresses ideas andopinions effectively in spoken conversations.
• Dealing with Ambiguity: Comfortably handles unclear or unpredictablesituations.
• Dependability: Performs work in a reliable, consistent, and timely manner.
• Detail Focus: Performs work with care, accuracy, and attention to detail.
• Displaying Confidence: Projects poise and self-assurance whencompleting work tasks.
• Handling Stress: Manages pressure withoutgetting upset, moody, or anxious.
• Time Management: Plans and prioritises work to maximise efficiency and minimisedowntime.

Experience

• Two years’ experience in a PA role preferred

Skills

• Team player with the ability to achieve agreedoutcomes under own initiative, without supervision or micromanagement
• Strong interpersonal skills with the ability tointeract with a wide range of individuals
• Excellent organisational, time management andprioritisation skills
• High attention to detail
• Strong communication skills with a confident,clear and professional telephone manner
• Strong work ethic with the ability to takeinitiative, adopt a forward-thinking approach and proactively seek out work

Knowledge

• A general understanding of the financialservices market
• IT literate, with working knowledge of Word,Excel and PowerPoint

Our Values:

• We are Professional and Accountable
• We are Dedicated and Ambitious
• We Enjoy what we do; Working Hard and Smart
• We are Generous and Selfless
• We are a Meritocracy

Who could be a potential candidate forthis position?

• An experienced PA looking to build ontheir administrative and organisational skills within a growing Charteredfinancial planning business, with the opportunity to work closely with seniorleaders and advisers and play an important role in delivering an excellentclient experience.
• Candidates should have previous experienceworking as a PA, with two years’ experience preferred, together with a strongbackground in administration.
• The successful candidate should be highlyorganised, able to manage their own workload and work effectively with minimalsupervision, while consistently maintaining high standards of accuracy andprofessionalism.
• Strong interpersonal and communicationskills are important, together with a confident, clear and professionaltelephone manner and the ability to build effective working relationships withadvisers, senior management, clients and colleagues.
• The role would suit someone who isproactive, forward-thinking and able to anticipate what is needed, identifypotential issues and take ownership of tasks without needing to bemicro-managed.
• Candidates should be comfortable workingunder pressure, managing competing priorities and dealing with ambiguity, whileremaining dependable and maintaining a strong focus on client service.
• A general understanding of the financialservices market would be advantageous, together with good IT skills and workingknowledge of Word, Excel and PowerPoint.
• Candidates should be willing to continuedeveloping their skills and contribute to projects, events and wider businessactivities that support tPG in meeting its objectives.

Role Location:

The role will primarily be based at our Londonoffice.

Our positions are initially office basedto increase the opportunities to learn fromcolleagues. An officebased/working from home split is available once the Probationary period hasbeen successfully passed.

All roles are offered on an employedbasis. We offer competitive salaries and a bonus scheme, along withother competitive benefits including pension, life cover, income protection andprivate medical insurance.

We are an inclusive company, and we encourage applicants fromunderrepresented groups.

Two years’ experience in a PA role preferred