Personal Assistant - Private Client
Full-time
Mid
Description
Job Title: Client Services Personal Assistant
Location: Cheltenham
Salary: £33,000 per annum
The Role
We are seeking a skilled Client Services Personal Assistant to provide high-level PA and administrative support to Partners and Fee Earners. The role is ideal for candidates with experience in the legal, private client, or similar professional services sector, who can combine strong technical and administrative skills with discretion, organisation, and client-focused professionalism.
Key Responsibilities
Diary management, meeting coordination, and travel arrangements for Partners and Fee Earners
Drafting, formatting, and managing formal correspondence, reports, contracts, and sensitive documentation
Supporting client projects, pitches, presentations, and events
Liaising with internal and external stakeholders, ensuring accurate and timely communication
Assisting with billing, invoicing, and financial administration
File management, record keeping, and ensuring compliance with procedures
Providing cover and support for other Client Services team members as required
Person Specification
Proven PA or secretarial experience, ideally within legal, private client, wealth management, or similar sectors
Strong administrative and technical skills (Microsoft Office, legal software, fast and accurate typing)
Excellent organisational and time management skills, with the ability to manage competing priorities
High level of discretion and confidentiality when handling sensitive client matters
Excellent written and verbal communication skills
Detail-oriented with a proactive, solutions-focused approach
How to Apply
COM1
Please send your CV and a brief covering note to: Jill Wanklyn
Location: Cheltenham
Salary: £33,000 per annum
The Role
We are seeking a skilled Client Services Personal Assistant to provide high-level PA and administrative support to Partners and Fee Earners. The role is ideal for candidates with experience in the legal, private client, or similar professional services sector, who can combine strong technical and administrative skills with discretion, organisation, and client-focused professionalism.
Key Responsibilities
Diary management, meeting coordination, and travel arrangements for Partners and Fee Earners
Drafting, formatting, and managing formal correspondence, reports, contracts, and sensitive documentation
Supporting client projects, pitches, presentations, and events
Liaising with internal and external stakeholders, ensuring accurate and timely communication
Assisting with billing, invoicing, and financial administration
File management, record keeping, and ensuring compliance with procedures
Providing cover and support for other Client Services team members as required
Person Specification
Proven PA or secretarial experience, ideally within legal, private client, wealth management, or similar sectors
Strong administrative and technical skills (Microsoft Office, legal software, fast and accurate typing)
Excellent organisational and time management skills, with the ability to manage competing priorities
High level of discretion and confidentiality when handling sensitive client matters
Excellent written and verbal communication skills
Detail-oriented with a proactive, solutions-focused approach
How to Apply
COM1
Please send your CV and a brief covering note to: Jill Wanklyn