Financial PA

WearelookingforanexperiencedFinancialPersonalAssistanttoprovidededicatedsupporttoourclients'personalfinancialaffairsandthemanagementoftheirprivateresidentialpropertiesintheUKandoverseas.Theidealcandidatewillbehighlyorganised,discreet,andcapableofoperatingwithminimalsupervisioninaconfidentialenvironment. Thisisapart-timeroleofferingflexibilityandvariety,supportingabusyhouseholdwitharangeofadministrative,property,andfinancialtasks. Responsibilities: Manageday-to-daypersonalandhouseholdfinances,includingbillpayments,banking,andaccountreconciliations LiaisewithUKandoverseaspropertymanagers,contractors,andprofessionaladvisorstoensurethesmoothrunningofproperties Maintainfinancialrecords,expensetracking,andbudgetsformultiplepropertiesandprojects Overseeinsurancerenewals,taxdocumentation,andcomplianceincoordinationwithexternalaccountantsandadvisers Arrangeandcoordinatepropertymaintenance,travellogistics,andhouseholdpurchaseswhenrequired Prepareconcisefinancialsummariesandreportsforreview Undertakeadhocresearch,correspondence,andprojectsupportrelatingtodomesticandoverseasassets Upholdabsolutediscretionandconfidentialityatalltimes Requirements/Experience: Strongbackgroundinpersonalorfamilyofficefinanceadministration,bookkeeping,orpropertymanagement Bookkeepingqualification Excellentnumeracy,attentiontodetail,andorganisationalskills CompetentuserofGoogleWorkspace,MicrosoftOfficeandaccountingorbudgetingsoftware Provenabilitytoprioritiseandmanagediverseresponsibilitiesindependently Professional,discreet,andtrustworthywithexperiencehandlingsensitiveinformation Formoreinformation,pleasespeaktoNicolaWalkeratSiRecruitment. TPBN1_UKTJ

Created: 2026-01-13