Average Personal Assistant salary in South West London

Personal Assistant NHS or Public Sector Experience 3 Months initial contract £140 to £180 per day We are excited to be recruiting for a Personal Assistant to join the team at a large central London Trust, in an interim role for 3 months. This role is hybrid, and you will be required to go into the office between one and 3 days a week. The successful candidate will be tasked with providing high-level administration assistance to a senior-level individual in the senior management team. Your responsibilities will include but are not limited to: Diary and Inbox managementMinute taking for two to three large meetings monthly and bi-monthlyBooking meeting rooms and sending out invites for meetingsStakeholder engagementAction points Essential Criteria: Great communication and organisational skillsNHS or Public Sector experienceProven experience in a similar roleAbility to defuse or manage difficult situations with tact and discretionStakeholder engagement experienceMinute taking experienceAbility to take initiative to get tasks completed

US & UK Personal Tax Senior / Private Client Tax Senior (US & UK Tax) McGinnis Loy Associates is proud to be working with a Top40 UK Accountancy Practice who are looking for a mixed UK/US Personal Tax Accountant to join their growing team in Central London. Reporting to one of the Personal Tax Managers, the role would ideally suit an ACA/ACCA or ATT/CTA part-qualified or someone Qualified By Experience from another mid- to top-tier or Regional Accountancy Firm. You will be assisting with coaching junior graduates, preparing both UK/US personal tax returns and you should be able to demonstrate some Tax compliance expertise over a number of years. Key duties include: Processing & submitting UK and US personal tax returns and reviewing non-complex tax returns within agreed service and quality standards Helping to manage a varied portfolio of HNWI’s, contractors, self-employed, business owners and non-residents (approx. 150/200 individuals)Assisting with ongoing basic HMRC tax investigations and dealing with valid tax claims (entrepreneur relief, VCT/EIS relief)Working with UK & US families and business owners to help reduce tax liabilities where possibleLiaising directly with clients regarding personal tax matters/queries on the phone and in personAssisting the Personal Tax Manager in overseeing a number of graduate-level personal tax staffEnsuring that the quality of personal tax work is done to agreed cost and timescales, and adhering to the Firm’s quality standards.Liaising with the Tax Manager to ensure that work is completed within budget and within HMRC tax deadlinesSupporting the Senior Tax Manager with their work on a wide-ranging portfolio of US clientsMaintaining a record of UK & US Tax Returns and ensuring all Returns are filed on time. To be considered for the role you should ideally be in a Top100 or well-known Regional Accounting firm, seeking a move to a larger accountancy practice where wider responsibilities and a broader client base will be made available to you. Therefore, knowledge and experience of preparing & submitting UK personal tax computations (ideally US tax returns too), dealing with tax issues and assisting in the management of personal tax portfolios is required. With excellent team working skills and relationship building skills, you should be able to help develop new and existing business, work well under pressure yet still deliver on time and budget. On offer is a salary up to £34,000 + ATT study (where applicable) with excellent benefits including 24 days holiday, company pension scheme and healthcare. To apply for the position or for more information, please contact McGinnis Loy Associates (Reading) Office by telephone or via email at admin@mcginnisloy .com McGinnis Loy Associates is acting as an Employment Agency in relation to this vacancy, in accordance with the Employment Agencies Act. Follow us on twitter @mcginnisloy or check our Linked-In company profile

We are recruiting for a Personal Assistant to support a Senior Partner Practice of St. James’s Place Wealth Management based in Knightsbridge, London (SW3 1) on a full-time hybrid working basis. Role overview The Personal Assistant will support two financial advisers (one being the business owner) and a wealth management administrator and will be an integral part of a very successful team. The successful candidate will love working in a fast-paced multi-tasking environment, with a high level of general correspondence and diary management and therefore they will be well versed in these areas of support in particular. They will have a 'can do’ attitude and enjoy working in a personal assistant role. They will has a strong enough character to proactively challenge to keep everything in line where required. Whilst experience in financial services is highly desirable it is not essential as training will be provided, what is more important is the experience of working within a highly compliance led working environment and the understanding of this. Someone with experience in the legal PA sector for example would also be highly suited to this role. Full training shall be provided for the successful candidate on systems and processes required for the role. Role requirements The role will include a number of general PA and client servicing elements to it including the following: Personal Assistant: PA support to Company Director and one junior financial advisorDiary management: scheduling client and prospect meetings, managing diary confirmations / cancellations effectively and assisting with travel arrangements (when required)Inbox management: monitoring, reviewing and picking up emails on the Director’s behalf and responding in a timely / professional mannerEnsuring Compliance throughout the Practice is efficiently monitored and up to dateEnsuring the Practice’s Record of Processing document is always up to date and available for Compliance viewing purposesOverseeing the processes and procedures of the Practice, ensuring adherence by all staff and monitoring the Quality of Documentation scores (alongside the Director)Effective monitoring and management of all client data on the CRM / SJP systemsLiaison with the advisers and other staff to gather key weekly stats for KPI, workload and productivity monitoringUse of Salesforce to monitor / complete tasksPreparing all formal correspondence and/or documents as required by the DirectorLiaising with the Admin Centres and other SJP support departments, as requiredPreparing meeting agendas for the weekly and quarterly team meetings, overseeing any key action points arising from the sameUpdating the Practice Manual (as necessary) with internal and SJP proceduresKeeping up to date with all Partner Bulletins and updates to Advice NotesIdentifying opportunities for the Practice to develop, by attending all PSS and management training provided by SJPAssisting with certain HR requirements including paperwork for new starters, DBS checks, IT set up etcAssisting with the training and onboarding of new startersAssisting colleagues in times of need when urgent tasks are required to be undertaken and prioritising workloads accordinglyUse of social media (approved by SJP) to proactively research potential leads/clientsKeeping the office area tidy and presentable at all timesShredding of all confidential information Client Servicing: Dealing with all higher level non-technical incoming telephone calls from clients and contactsReconfirming meetings with clients 1-2 days prior to the meeting by telephone or emailPreparing meeting packs for reviewsDebrief sessions with Director to obtain notes from meeting and relevant actions/next steps, following up with clients as appropriateSending up to date valuations to clientsMonitor and send client birthday and Christmas cardsLogging client / key calls with Head Office on SalesforceOrganising client gifts, where appropriateFollowing up any potential leads or potential clients, preparing personalised introduction emails to referrals received inWorking closely with existing clients and building relationships to encourage client referral opportunitiesCo-ordinating / assist with any projects such as marketing campaigns, mail merges, client mailshots, client events etc Person requirements Knowledge and experience of Salesforce would be advantageous (but not essential as training will be provided)High level of attention to detail demonstrated in both literacy and numeracyAccurate typing skillsIT proficient in Microsoft Outlook, Word and ExcelBackground in Financial Services / Wealth Management / Legal environment ideally or have worked in a corporate / fast paced office environmentStrong organisation skills with a proactive attitudeThe ability to challenge where requiredTime efficient with a methodical approach to prioritising and/or delegating tasksThe ability to multitask effectively, juggle deadlines and work well under pressureAbility to prioritise own workload effectively and be self-motivatedAble to use own initiative, work independently and possess a 'can do’ attitudeDiscretion, confidentiality and empathy towards staff when dealing with sensitive or personal mattersAdaptable, flexible and an enthusiastic attitude to personal developmentSmart and well presented, with a professional and confident telephone manner Additional information Salary: £30-38k per annum (depending on skills and experience)Location: Knightsbridge, LondonHours of work: 9.00am - 5.30pm Monday to FridayHybrid working: The role can be office based or Hybrid working if required once fully trained. Minimum of 3 days in the office per week including, Tuesday, Wednesday and Thursday. Potential work from home days are Monday & Friday.Pension: Auto-enrolment pension providedHoliday: 25 days plus bank holiday To apply for this excellent opportunity or for further information please apply online