Pa Work, Jobs in Templecombe, Som (with Salaries)

PA/ Appointment Maker
Peter Harding Wealth Management —Shaftesbury
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
13d
Office & Business Administrator
OCM Consulting —Sparkford
- From £18,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Social media management
- Free parking
- Annual leave
Quick apply
13d
Personal Assistant (PA) to the GPs
The Quarter Jack Surgery/The Old Dispensary —Wimborne
- £20,243 a year
- Full-time
- GP surgery experience
- Administrative experience
- Patient care
- Free parking
- Annual leave
Quick apply
13d
Personal Assistant
Southwark Council —Street
- £38,637 - £44,937 a year
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
12d
Executive Assistant to Corporate Director
Wiltshire Council —Trowbridge
- £31,537 - £33,699 a year
- Full-time
- Hybrid work
- IT
- Communication skills
12d
PA / Receptionist / Executive Assistant - Financial Services
Network Jobs —Trowbridge
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel

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PA/ Appointment Maker

Peter Harding Wealth Management
Shaftesbury

Quick apply

Job details

Permanent | Full-time
13 days ago

Qualifications

CRM software
Financial planning
Microsoft Office
Administrative experience
Financial services
Communication skills

Full job description

About Us

Peter Harding Wealth Management is a growing and established wealth management business with offices across Dorset and Wiltshire. We pride ourselves on delivering exceptional service to our clients and building long-term trusted relationships.

We are looking for a highly organised, proactive and personable Personal Assistant to support the Business Owner in a varied and fast-paced role.

This is not a traditional “sit quietly and manage a diary” PA position. We are looking for someone who enjoys being involved, takes ownership, builds strong relationships across the business and is willing to get stuck in wherever needed.

The role would particularly suit someone with experience in financial services or professional services administration who enjoys variety, client interaction and being a trusted support person.

The Role

You will provide day-to-day support to the Business Owner, helping to manage client activity, administration, communications, scheduling and ongoing projects.

The role combines traditional PA responsibilities with elements of client service, administration, coordination and operational support.

No two days are the same — one day may involve preparing client documentation and coordinating meetings, while another may involve helping resolve a client issue, liaising with internal teams or supporting a wider business project.

Key Responsibilities

Managing a busy diary, appointments and meeting schedules
Coordinating client meetings, confirmations and follow-ups
Preparing and collating client documentation and meeting packs
Acting as a key point of contact for clients and internal teams
Drafting professional correspondence and emails
Maintaining accurate client records and documentation
Supporting with client administration and ongoing service requests
Liaising with providers and third parties
Assisting with ad hoc business projects and initiatives
Helping ensure excellent client service is delivered at all times
Supporting the smooth day-to-day running of the Business Owner’s activities

About You

The ideal candidate will be:

Highly organised and able to prioritise effectively
Proactive and confident in finding solutions independently
Calm under pressure and adaptable
A strong team player who builds positive relationships
Professional and personable with excellent communication skills
Naturally client-focused with high standards of customer service
Trustworthy and discreet when handling confidential information
Comfortable managing a variety of administrative and coordination tasks
Someone looking for a long-term opportunity within a supportive business

Experience We’re Looking For

Preferred:

Experience within financial services, wealth management or professional services
Previous PA, client support or senior administration experience
Experience using CRM systems and Microsoft Office

Useful but not essential:

Knowledge of financial planning or wealth management processes
Experience preparing client documentation or reports

Why Join Us?

We are looking for someone who wants to become part of the business for the long term — someone who enjoys building relationships, being relied upon, and making a genuine difference to the day-to-day running of a busy professional environment.

In return, we offer a supportive team culture, a varied role with real involvement in the business, and the opportunity to work within an established and respected wealth management practice.

Work Location: In person

Quick apply

Refine Your Search

pa jobs in templecombe, som

PA/ Appointment Maker

Office & Business Administrator

Personal Assistant (PA) to the GPs

Personal Assistant

Executive Assistant to Corporate Director

PA / Receptionist / Executive Assistant - Financial Services

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