Personal Assistant - Financial Services - City - £50,000 - £60,000

Job details

Posted Tuesday 14 October 2025
Location City
Job type Permanent
Reference 739
Recruiter Name Abi Phelan

Wise May is looking for a versatile Personal Assistant to support 3 Managing directors in a M&A team as well as 7 others in the Investment Team for a Wealth and Investment Management Client based in the City.

You will be working alongside 2 other Personal Assistants, in a fast paced and busy environment. 

This is a full-time, permanent position with hybrid working (3 days in the office 2 days remote) and the hours are 09:00am - 17:30pm. 

Personal Assistant duties and responsibilities:

  • Extensive diary management.
  • Liaising with clients, undertaking telephone and email screening.
  • Booking travel and accommodation both in the UK and internationally.
  • CRM system updating.
  • Expenses administration.
  • Taking an active part in ensuring all operational procedures and company policies are followed.
  • Providing holiday and absence cover for the other Personal Assistants when required.

Personal Assistant key skills and experience required:

  • Demonstrable experience working as a Personal Assistant within a Financial Services or Professional services organisation (Ideally Investment Banking)
  • Excellent Excel, PowerPoint and Word skills.
  • CRM system experience.  
  • Excellent communicator with good attention to detail and an agile approach to working.

Company Benefits:

  • Flexible, hybrid working arrangements.
  • Private medical insurance.
  • Life assurance.
  • Income protection.