Looking for a role that fits around real life, not the other way around?
Our growing financial brokerage is seeking a capable, organised and personable Personal Assistant to keep the engine room running smoothly.
This is a role for someone who enjoys variety, takes pride in doing things properly, and values autonomy. You will be trusted to manage priorities, support client activity, and keep operations on track, all within a professional environment that genuinely understands flexibility matters.
What you'll do
* Manage calendars, meetings, travel and competing priorities
* Act as the first point of contact for clients, lenders and partners
* Prepare correspondence, agendas, reports and meeting notes
* Maintain confidential documents and support compliance administration
* Assist with loan processing and liaise with lenders and clients
* Support basic bookkeeping, invoicing and expense tracking
* Conduct research to support client files and market insights
* Keep day-to-day operations running smoothly behind the scenes
You'll stand out if you have
* Proven experience as a PA, EA or in a senior administrative role
* Strong organisational and time management skills
* Clear, professional written and verbal communication
* High attention to detail, particularly with documentation
* Confidence using Microsoft Office and learning new systems
* A discreet, trustworthy approach to confidential information
* Initiative and the ability to work independently
Preferred but not essential
* Experience in financial services, mortgage broking or banking
* Experience with CRMs (highly regarded)
* Understanding of loan processes, compliance or client systems
* Basic finance or bookkeeping capability
About you
You are professional, dependable and calm under pressure. You enjoy solving problems, building rapport naturally, and taking ownership of your work without needing constant direction.
Why you'll want this role
* Settlement bonus opportunity, because outcomes matter and effort should be recognised
* Beautiful, central Salamanca location, close to cafés, parking, and the waterfront
* Supportive and professional office culture, no chaos, no ego
* Opportunity for occasional travel, adding variety and broader exposure
Apply now
Submit your résumé along with a brief cover letter outlining your PA experience and any exposure to financial services.
We look forward to welcoming a capable assistant who will make a meaningful contribution to our growing brokerage.