Personal assistant Work, Jobs in Longbridge Deverill, Wil (with Salaries)

PA/ Appointment Maker
Peter Harding Wealth Management —Shaftesbury
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
Part Time Personal Assistant
Curious Universe UK Limited —Bath
- Hybrid work
- Microsoft Office
- Administrative experience
- Organisational skills
- Flexitime
- Work from home
Quick apply
Personal Assistant & Office Manager
American Museum & Gardens —Bath
- £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Store discount
Quick apply
2d
Executive Assistant - 6 Month Fixed Term Contract
Curo —Bath
- £35,278 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Communication skills
- Annual leave
- Employee assistance programme
1d
Executive Assistant
Wiltshire Police —Devizes
- £32,367 - £33,681 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
7d
Personal assistant, afternoons mon-fri
Physically disabled lady —Combe Down
- £13 an hour
- Part-time
- Organisational skills
- In-person
- Flexible schedule
Quick apply
Governance Officer and Executive Assistant to CEO (Term Time)
Royal Society of Wildlife Trusts —Devizes
- £21,328.59 a year
- Part-time
- Annual leave
- Employee assistance programme
2d
Executive Assistant to the Senior Leadership Team
The Carers' Centre —Bath
- £18,715.46 a year
- Part-time
- Hybrid work
- Free parking
- Annual leave
Quick apply
10d

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PA/ Appointment Maker

Peter Harding Wealth Management
Shaftesbury

Quick apply

Job details

Permanent | Full-time

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

personal assistant jobs in longbridge deverill, wil

PA/ Appointment Maker

Part Time Personal Assistant

Personal Assistant & Office Manager

Executive Assistant - 6 Month Fixed Term Contract

Executive Assistant

Personal assistant, afternoons mon-fri

Governance Officer and Executive Assistant to CEO (Term Time)

Executive Assistant to the Senior Leadership Team

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