Vacancy details


Salary range: Up to £28k Categories: Customer Service, Finance, Marketing, PA / Secretary Employment term: Permanent Location: North Bristol Vacancy Status: Vacancy Filled Posted on: March 3rd, 2020 Applications are now closed for this vacancy



North Bristol

Up to £28K plus benefits


Our fantastic client based in North Bristol have just asked to find a dedicated and experienced PA to work with the Partner for the day to day running of a financial services practice. It is a wide and varied PA role encompassing regulatory requirements, marketing, client servicing, IT and the development of the practice. Our client is looking for a person with a polite, friendly, approachable manner who is used to working in a fast paced, professional environment.


Daily tasks include but are not limited to:

  • Supporting the Partner by dealing effectively with the day to day business operation
  • Assisting the Partner to take the business forward to meet the business objectives
  • Implementing, operating & maintaining effective systems, processes and procedures
  • Assisting the Partner with Practice finances in a timely manner
  • Monitoring business reports and statistical analysis to identify challenges and grow the Practice
  • Supporting the Partner in tracking compliance, licensing, CPD, regulatory & legislative requirements
  • Communicating effectively within the Practice, clients and third parties
  • Supporting the maintenance of Practice website, LinkedIn profile, & marketing activity
  • Ensuring office stationery and equipment is of sufficient quality, quantity and up to date
  • Booking travel and accommodation as required for the Partner.
  • Managing the submission of all client applications
  • Ensuring all relevant information required for client reports is available
  • Maintaining accurate and up to date client information
  • Liaising with Head Office & admin centres as directed
  • Working on Projects
  • Supporting the Partner with Business Development
  • Arranging and/or attending corporate events
  • Attending forums and workshops as appropriate
  • Assisting the Partner in the creation and maintenance of the annual marketing plan and all associated marketing tasks

Responsibilities of the role include:       

  • To achieve daily and quarterly goals and satisfy the priorities agreed with the Partner
  • To project a professional image in both appearance and attitude to provide quality support

on time to agreed standards

  • To attend & contribute to regular update meetings with the Partner
  • To maintain a good working relationship with clients and third parties.


Experience, skills and qualities required:             

  • The ability to balance conflicting demands in a calm and friendly manner
  • Able to maintain a positive ‘can do’ attitude
  • Ability to work autonomously and within a team
  • Open to change/new ideas
  • Ability to think outside the box to support the Partner
  • Comfortable with face to face & telephone client interaction
  • Analytical with precise attention to detail
  • Effective Project management skills
  • Broad experience of Microsoft Office (Word, PowerPoint, Excel)
  • Experience of Microsoft Outlook
  • Comfortable with electronic data systems
  • Experience in setting up and maintaining systems, processes and procedures
  • Knowledge of related regulation and legislation


This fantastic new PA role is offered with a very competitive salary of up to £28K per annum plus benefits. If you are an experienced PA with a background in financial services, then please click apply today!

Whilst we would love to respond to every single applicant applying to our roles, we are unable to reply to everyone due to the high number of CVs we receive on a daily basis. Please be aware that if you haven’t been contacted within 10 working days then unfortunately you have not been successful this time around.


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