PA and Assistant Office Manager at AJ Bell

London, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

26 May, 26

Salary

0.0

Posted On

25 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Diary Management, Meeting Arrangement, Travel Booking, Expense Processing, Minute Taking, Action Tracking, Document Preparation, Presentation Preparation, Stakeholder Management, Attention To Detail, Written Communication, Verbal Communication, Collaboration, Information Management, Diplomacy, Discretion

Industry

Financial Services

Description

Company Description We are seeking a motivated and organised PA for our D2C Senior Management Team (SMT), who’ll also serve as an Assistant Office Manager. This role is essential in ensuring the smooth operation of our London office and providing vital support to our senior leaders. What does the job involve? Personal Assistant duties Managing diaries and arranging meetings for SMT Booking travel/accommodation and processing expenses Support in preparation and distribution of senior management meeting packs including for Executive Committee and Board Organise, attend, and take minutes at internal and external meetings and ensure follow up Track action logs and ensure follow up Assist in preparing documents, presentations, and reports for the senior management team, including internal communications for the MD Act as a point of contact for internal and external stakeholders, handling inquiries and directing them appropriately Work collaboratively with other EAs/PAs to ensure Execs aligned with the rest of ExCo and D2C SMT and provide cover for other EAs if required Assistant Office Manager duties Working closely with the Office Manager and building management to manage day-to-day office operations including: Co-ordinating visitors Maintaining tidy office space and meeting rooms Keeping communal kitchen area tidy and well-stocked Managing meeting room and desk booking processes Act as a First Aider and Fire Marshall for the office Support Office Manager and Social Committee to organise and co-ordinate office events You’ll have Experience of working in similar roles in a corporate environment Advanced skills in Office365 (Sharepoint, Excel, PowerPoint in particular), electronic diary and email management Advanced skills in minute taking and audio typing Qualifications: A*-C in GCSE English and Maths (or equivalent) Knowledge & Skills Advanced stakeholder management skills, with the ability to build effective relationships with stakeholders of all levels across the business Highly organised and exceptional attention to detail Excellent written and verbal communication skills Team player who can collaborate effectively and is flexible in approach Ability to manage complex information and summarise effectively Lateral thinker with ability to 'think on their feet' and to challenge when appropriate. Adept at pre-empting and/or resolving issues without unnecessary involvement of the Director Highly diplomatic and discrete with the ability to handle highly sensitive matters Proactive at all times and able to work on own initiative without supervision About us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years and in 2024 and 2025 named a Great Place to Work®. At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. In return for your hard work you will be entitled to: Competitive starting salary Starting holiday entitlement of 25 days, increasing up to 31 days with length of service and a holiday buy and sell scheme A choice of pension schemes with matched contributions up to 6% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan – provided by SimplyHealth Discounted private healthcare scheme and dental plan Free gym membership Employee Assistance Programme Bike loan scheme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Loans for travel season tickets Death in service scheme Paid time off for volunteer work Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Professional qualification support Talent development programmes Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals Hybrid working: At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend 4 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you Business Areas: Business Development Location: London Department: Business Development - AJBS

Responsibilities

The role involves providing comprehensive Personal Assistant support to the Senior Management Team, including managing diaries, arranging meetings, booking travel, and preparing senior management meeting packs. Additionally, the individual will serve as an Assistant Office Manager, overseeing day-to-day office operations, coordinating visitors, maintaining office tidiness, and acting as a First Aider and Fire Marshall.