Free cookie consent management tool by TermsFeed Personal Assistant/Administrator | MBF

Personal Assistant/Administrator

  • Bristol
  • Permanent
  • £27,000 - £34,000 + Bonus & Benefits

Job details.

We are working with one of the UKs largest & most prestigious Wealth Management organisations to recruit an experienced Personal Assistant/Administrator. Our client is one of the most successful Investment Management organisations in the UK, they work at the very top end of the industry and have an excellent reputation.

They are now seeking to recruit an experienced individual to join their friendly & professional team in the centre of Bristol. This position will provide comprehensive administrative & PA support to a team of high performing investment managers.

Duties include:

  • Maintaining team/ manager diaries, including arranging meetings, organising travel & handling expense requests
  • Answering telephone calls and taking messages.
  • Monitoring team inbox to ensure requests are acknowledged and allocated to a team member for follow-up
  • Handling internal queries in a professional manner.
  • Arranging internal and external meetings
  • Meeting preparation, ensuring all support documentation / meeting packs are collated and circulated
  • Minute / note taking at meetings
  • Produce typed documents to a high standard of presentation and accurate, either from audio tape, dictation, or manuscript.

Our client is looking for an Administrator or PA who has experience within a similar organisation. Ideally you will come from an investments background, however my client will also consider an individual from wider financial services such as financial planning, platforms, pensions etc.

The client is offering a basic salary to £34,000 + bonus and excellent company benefits. They provide full on the job training/support and there are opportunities to progress within the business (should you want to). The client values work/life balance and as a result offer hybrid working which is split between office & home.


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

Contact Us

similar jobs.

don't miss out on great offers.


Get new jobs for this search by email