Personal Assistant in Finance

Bain and Gray; Greater London; On-site; GBP 29,000 - 42,000; Full time

Job summary

Bain and Gray in London is seeking an experienced Personal Assistant to support the Operations Director and two Partners. You'll be part of a friendly, professional team, ensuring smooth diary management, meeting coordination, and meticulous record keeping in a dynamic financial services environment.

The role rewards commitment with social events and a collaborative culture that values performance and personality, and welcomes proactive, detail-oriented candidates.

Qualifications

• Minimum 2 years’ experience as a personal assistant.
• Background in financial services preferred, but open to professional services.
• Solid understanding of the financial services market.
• Strong organisational skills and attention to detail.

Responsibilities

• Inbox and diary management
• Coordinating client meetings and scheduling
• Maintaining accurate records and documentation
• Supporting event management activities
• Building and managing stakeholder relationships

Skills

Diary management

Scheduling meetings

Client relationship management

Organisational skills

Education

2+ years as Personal Assistant

Job description

If you haven’t heard from us within 48 hours of submitting your CV then unfortunately your application hasn’t been successful this time. Do keep an eye on our website for new roles that are being added every day.

Job Description

We have a fantastic opportunity for a personal assistant to join a dynamic and social financial planning firm in the heart of the City. Working in a friendly team of PAs, you will provide dedicated support to the Operations Director and two of the Partners, playing a key role in keeping the business running smoothly. It’s a collaborative team that values both performance and personality and rewards hard work by hosting amazing summer and Christmas parties, and much more.

Key Responsibilities

• Inbox and diary management
• Coordinating client meetings and scheduling
• Maintaining accurate records and documentation
• Supporting event management activities
• Building and managing stakeholder relationships

About You

• Minimum 2 years’ experience as a personal assistant
• Background in financial services preferred, but open to professional services
• Solid understanding of the financial services market
• Strong organisational skills and attention to detail

Bain and Gray is an equal opportunities employer. We continually strive to improve our processes around our diversity, equity, and inclusion strategy.