Personal Assistant (PA) to Senior Financial Planner, Mayfair, London, £35,000-£50,000 DOE, Full-time - Financial Divisions : Job Details

Personal Assistant (PA) to Senior Financial Planner - Exciting New Role in Mayfair, London,Full-time | £35,000-£50,000 DOE | London Office | Bonus + Benefits

Are you an experienced PA with a sharp eye for detail, outstanding organisational skills, and a passion for delivering excellence?

We’re offering an exciting opportunity to join a prestigious Partner Practice of St. James’s Place Wealth Management, based in the heart of, London. As the Personal Assistant to the Senior Financial Planner, you'll play a key role in supporting a high-performing financial planning team, acting as the engine behind seamless operations and exceptional client service.

This is your chance to join a supportive, professional environment where you’ll be trusted with meaningful responsibilities and given the opportunity to thrive.

What You’ll Be Doing: Personal Assistant (PA) to Senior Financial Planner

• Diary & Schedule Management - Take control of a dynamic calendar, prioritising meetings and ensuring the team’s pipeline remains on track.
• Client Liaison & Meeting Prep - Be the friendly first point of contact for clients, coordinating appointments and ensuring all materials are ready.
• Document & Report Preparation - Produce polished client reports and financial documents with accuracy and professionalism.
• Inbox & Correspondence - Manage a busy email inbox, delegate tasks through Salesforce, and ensure no message goes unanswered.
• Research & Admin Support - Assist the paraplanner and admin team in compiling market research and client data.
• Compliance & Record-Keeping - Ensure all documentation complies with FCA and SJP standards.
• Team Collaboration - Act as the glue of the team, working closely with colleagues to keep everything running smoothly.

To apply or learn more, please contact Sam Negbenebor at Financial Divisions.