Senior Administrator / PA - Financial Services

  • Location

    Stafford, Staffordshire, W. Midlands, England

  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £20000 - £30000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


MB Fitzgerald are currently working with a multi-family Wealth Management office based in Stafford to recruit an experienced Senior Administrator.

The business specialise in working with a small number of UHNW clients; helping to steward their wealth across generations. You will be working alongside the Directors who are professionals at the pinnacle of their profession.

Responsibilities include assisting the Chairman, Partner's and COO with;

  • Diary Management, including booking transport/ accomodation
  • Liaising with clients
  • Keeping computer records up to date
  • Event organisation and management
  • General office administrationt
  • Taking minutes of meetings
  • Manage the various actions and report on progress and completion to the client team
  • Record keeping of CPD
  • Compliance recording
  • Proof reading

We are looking for an highly organised individual with previous experience in a PA/ Administrative position. Ideally you will have worked within financial services although this is not essential. You should be a strong communicator, both written and verbal and will have good IT skills including excellent typing skills and use of Microsoft Office programs.

This is a full time position 8.30 till 5.30pm, although there could be a degree of flexibility in terms of starting early/ late. A competitive salary and benefits package will be provided as well as the opportunity to progress within a supportive, professional environment.