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 (url removed)