Personal Assistant - Private Client

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

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Please send your CV and a brief covering note to:
Jill Wanklyn