Personal Assistant (Wealth Management) - #1672433

Job Title: Personal Assistant (Wealth Management)

Location: Sheffield

Salary: Up to £30,000 (Depending on experience)

Industry: Financial Planning/Wealth Management

Reference Number: 9632

Are you a proactive, detail-oriented professional with a passion for organisation and supporting high-performing teams? I am working with a growing, client-focused financial planning firm seeking a dedicated Personal Assistant to support the director and leadership team, whilst also making sure that day-to-day operations run smoothly and provide executive-level support.

My client has been established for over 25 years, covering everything from Financial Planning, Mortgage advice, and insurance. They are an appointed representative of a large-scale network.

What You’ll Do:

Executive Support:

• Provide high-level administrative support to senior financial planners and executives.


• You will be the initial point of contact for clients and third parties.


• Manage calendars, schedule meetings, and coordinate travel arrangements


• Client account management.


• Prepare reports, presentations, and correspondence with accuracy and confidentiality.

Office Management:

• Oversee daily office operations, ensuring a tidy, organised, and professional environment.


• Act as the point of contact for vendors, IT support, and building management.


• Maintain office supplies, equipment, and inventory levels.

Client & Team Coordination:

• Greet and assist clients with professionalism and warmth, both in person and over the phone.


• Support onboarding processes for new clients and employees.


• Help coordinate team meetings, events, and staff communications.

What We’re Looking For:

• Minimum 2 years in a PA, EA, or Office Manager role (Within Financial Planning).


• Proficiency in all Microsoft Office programmes.


• Excellent communication, time management, and multitasking abilities.


• Social media management experience (Preferred).


• Trustworthy, professional, and capable of maintaining discretion at all times.

What We Offer:

• Starting salary of up to £30,000 and benefits package.


• Exam & Study support.


• Pathway progression all the way up to Financial Adviser.


• Supportive, collaborative team culture.


• Opportunities for professional growth and development.


• A modern office environment in a central location.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Sheffield on a Personal Assistant role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.


• Provide honest feedback on where you fit in the jobs market.


• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.


• Take a holistic mindfulness approach – career happiness is rarely just about the money.


• Cover the whole of the UK with a local touch through our regional teams.


• Never pester you.