Personal Assistant (Financial Services)

TL;DR

Personal Assistant (Financial Services): Providing high-level administrative support to senior leaders within the Retail division with an accent on complex diary coordination and stakeholder management. Focus on optimizing leadership productivity through proactive inbox management, event organization, and seamless operational support.

Location: Hybrid (Cardiff, UK)

Company

hirify.global is a leading UK financial services group and major global investor specializing in retirement and protection solutions.

What you will do

• Manage complex diaries and email inboxes, proactively prioritizing, delegating and responding to communications.
• Coordinate events, away days, and conferences to ensure smooth delivery and stakeholder engagement.
• Prepare high-quality presentations, reports, agendas, and minutes for leadership meetings.
• Support onboarding activities, including managing team structures and logistics.
• Process invoices and expenses while maintaining accurate records and internal compliance.
• Collaborate with the wider PA community to provide consistent support across the organization.

Requirements

• Strong organizational skills with the ability to manage competing demands and priorities.
• Proactive, solution-focused approach to anticipating needs and resolving issues independently.
• Effective communication skills for building professional relationships with stakeholders at all levels.
• Confident use of Microsoft Office tools, including Outlook, Teams, SharePoint, Word, Excel, and PowerPoint.
• High attention to detail and accuracy across all administrative and reporting activities.
• Must be based in or able to work in a hybrid capacity in Cardiff, UK.

Culture & Benefits

• Annual performance-related bonus plan and valuable share schemes.
• Generous pension contribution and life assurance.
• Healthcare plan for permanent employees.
• At least 25 days holiday (increasing with service), plus public holidays, with buy/sell options.
• Competitive family leave and tax-efficient electric car salary sacrifice scheme.
• Diverse range of high street and online discounts.