PA and Assistant Office Manager

We are seeking a motivated and organised PA for our D2C Senior Management Team (SMT), who’ll also serve as an Assistant Office Manager. This role is essential in ensuring the smooth operation of our London office and providing vital support to our senior leaders.

• Managing diaries and arranging meetings for SMT
• Booking travel/accommodation and processing expenses
• Support in preparation and distribution of senior management meeting packs including for Executive Committee and Board
• Organise, attend, and take minutes at internal and external meetings and ensure follow up
• Track action logs and ensure follow up
• Assist in preparing documents, presentations, and reports for the senior management team, including internal communications for the MD
• Act as a point of contact for internal and external stakeholders, handling inquiries and directing them appropriately
• Work collaboratively with other EAs/PAs to ensure Execs aligned with the rest of ExCo and D2C SMT and provide cover for other EAs if required
• Working closely with the Office Manager and building management to manage day-to-day office operations
  • Co-ordinating visitors
  • Maintaining tidy office space and meeting rooms
  • Keeping communal kitchen area tidy and well-stocked
  • Managing meeting room and desk booking processes
• Act as a First Aider and Fire Marshall for the office
• Support Office Manager and Social Committee to organise and co-ordinate office events

• Experience of working in similar roles in a corporate environment
• Advanced skills in Office
  365 (Sharepoint, Excel, PowerPoint in particular), electronic diary and email management
• Advanced skills in minute taking and audio typing
• Qualifications:
  
  A*-C in GCSE English and Maths (or equivalent)

• Advanced stakeholder management skills, with the ability to build effective relationships with stakeholders of all levels across the business
• Highly organised and exceptional attention to detail
• Excellent written and verbal communication skills
• Team player who can collaborate effectively and is flexible in approach
• Ability to manage complex information and summarise effectively
• Lateral thinker with ability to 'think on their feet' and to challenge when appropriate.
• Adept at pre-empting and/or resolving issues without unnecessary involvement of the Director
• Highly diplomatic and discrete with the ability to handle highly sensitive matters
• Proactive at all times and able to work on own initiative without supervision

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years and in 2024 and 2025 named a Great Place to Work®.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.

• Starting holiday entitlement of 25 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 6%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan – provided by Simply Health
• Discounted private healthcare scheme and dental plan
• Employee Assistance Programme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Charitable giving opportunities through salary…