Personal Assistant / Administrative Assistant

  • Location

    Falmouth, Cornwall

  • Sector:


  • Job type:


  • Salary:

    £20000 - £24000 per annum + Benefits

  • Contact:

    Joe Stevens

  • Contact email:

  • Job ref:


  • Published:

    8 months ago

  • Expiry date:


  • Start date:


  • Client:


Personal Assistant / Administrative Assistant

To provide dedicated support to the Partner for the day-to-day running of the Practice to include regulatory requirements, marketing, client servicing and IT whilst supporting the Partner in the development of the practice.

Support to Practice Management Team

  • Support the day-to-day business operations within the Practice;
  • Implement, operate and maintain effective systems, processes and procedures which enable Partner/advisor to optimise client meetings;
  • Manage the Partner's diary and client appointments;
  • Assist the Practice manager with Practice finances in an efficient and timely manner to meet deadlines. Co-ordinate with accountants as directed;
  • Monitor business reports and carry out data/statistical analysis to identify business trends, opportunities and challenges which affect the growth of the Practice;
  • Support the Partner in tracking compliance, licensing, CPD, regulatory and legislative requirements;
  • Liaise with clients and third parties in relation to the Partner's Practice;
  • Maintain the Practice website, LinkedIn profile and related marketing activity;
  • Ensure office stationery/equipment is of sufficient quality, quantity and up to date;
  • Make travel bookings and travel arrangements as required for the Partner.

Business Processing

  • Support the Partner to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards;
  • Oversee and manage the submission of all client applications/advice sets in support of the Partner;
  • Support the Partner to ensure all relevant information required for writing the client report is available;
  • Maintain accurate and up-to-date client information;
  • Support the Partner in establishing and maintaining effective relationships with business assurance/management;
  • Liaise with Head Office and admin centres as required.

Practice Development

  • Support the Partner with and contribute to all relevant projects;
  • Support the Partner in gaining new prospects and clients;
  • Support the Partner to achieve Practice goals and objectives;
  • Support the Partner to develop client relationships and referrals, service existing clients and assist in building new relationships, incorporation with client entertainment events and a first-class client servicing strategy;
  • Attend forums and workshops as appropriate.

Team responsibilities

  • Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
  • Attend and contribute to regular update meetings with the Partner;
  • Maintain a good working relationship with colleagues, clients and third parties.


  • Assist the Partner in the creation and maintenance of the annual marketing plan;
  • Support the distribution of marketing material to clients and prospects;
  • Support the Partner with the creation, authorisation and audit trail of adverts and advertising material;
  • Support the Partner with the end to end management of client events;
  • Maintain and update client and prospect information;

This is a little tastier of the role and a more detailed spec is available upon request.