Personal Assistant (Wealth Management)

Recruit UK | Certified B Corp™; Sheffield; On-site; GBP 30,000; Full time

Job summary

An established industry player is seeking a dedicated Personal Assistant to support its leadership team in Sheffield. This role involves providing high-level administrative support, managing office operations, and ensuring client satisfaction. The ideal candidate will have a minimum of two years of experience in a similar role within financial planning and possess strong communication and multitasking skills. With a supportive team culture and opportunities for professional growth, this position is perfect for those looking to advance their career in wealth management.

Benefits

Benefits package

Exam & Study support

Pathway progression to Financial Adviser

Supportive team culture

Opportunities for professional growth

Modern office environment

Qualifications

• Minimum 2 years in a PA, EA, or Office Manager role within Financial Planning.
• Proficiency in Microsoft Office programmes is essential.

Responsibilities

• Provide high-level administrative support to senior financial planners and executives.
• Oversee daily office operations, ensuring a tidy, organised environment.
• Greet and assist clients with professionalism and warmth.

Skills

Microsoft Office proficiency

Excellent communication

Time management

Multitasking abilities

Social media management

Education

2+ years in PA, EA, or Office Manager role

Job description

Job Title: Personal Assistant (Wealth Management)

Location: Sheffield

Salary: Up to £30,000 (Depending on experience)

Industry: Financial Planning/Wealth Management

Reference Number: 9632

Are you a proactive, detail-oriented professional with a passion for organisation and supporting high-performing teams? I am working with a growing, client-focused financial planning firm seeking a dedicated Personal Assistant to support the director and leadership team, whilst also making sure that day-to-day operations run smoothly and provide executive-level support.

My client has been established for over 25 years, covering everything from Financial Planning, Mortgage advice, and insurance. They are an appointed representative of a large-scale network.

What You’ll Do:

Executive Support:

• Provide high-level administrative support to senior financial planners and executives.
• You will be the initial point of contact for clients and third parties.
• Manage calendars, schedule meetings, and coordinate travel arrangements
• Client account management.
• Prepare reports, presentations, and correspondence with accuracy and confidentiality.

Office Management:

• Oversee daily office operations, ensuring a tidy, organised, and professional environment.
• Act as the point of contact for vendors, IT support, and building management.
• Maintain office supplies, equipment, and inventory levels.

Client & Team Coordination:

• Greet and assist clients with professionalism and warmth, both in person and over the phone.
• Support onboarding processes for new clients and employees.
• Help coordinate team meetings, events, and staff communications.

What We’re Looking For:

• Minimum 2 years in a PA, EA, or Office Manager role (Within Financial Planning).
• Proficiency in all Microsoft Office programmes.
• Excellent communication, time management, and multitasking abilities.
• Social media management experience (Preferred).
• Trustworthy, professional, and capable of maintaining discretion at all times.

What We Offer:

• Starting salary of up to £30,000 and benefits package.
• Exam & Study support.
• Pathway progression all the way up to Financial Adviser.
• Supportive, collaborative team culture.
• Opportunities for professional growth and development.
• A modern office environment in a central location.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Sheffield on a Personal Assistant role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.