Job Information

Purpose:

To provide exceptional quality PA and general administrative support to the Director and other members of a busy and successful client team. This is a demanding entry-level role that supports a team who deliver an outstanding holistic financial planning service to Private Clients.

Experience and Qualifications

The successful candidate will have:

•         1+ years’ experience in a PA, administration or reception/front of house role

•         Experience of delivering client service at the highest level and ideally use of a CRM system

•         Excellent IT skills with a good working knowledge of Excel

•         Ideally worked within a Wealth Management office previously

•         Excellent written and verbal communication skills with an extremely high level of attention to detail.

Competencies

We need someone who can:

·         Work to pressing deadlines

·         Handle the pressure of a busy team and a demanding workload

·         Quickly build strong working relationships with the team

·         Communicate confidently and accurately in person and in writing

·         Display an enthusiastic and proactive working style

·         Be organised, with excellent time management and prioritising skills

Location and hybrid working: London (1-2 days per week; more during initial training/induction) with hybrid working flexibility.

Salary: £24-£28k, with a discretionary bonus and an excellent benefits package.

Hours of work: 37.5 hours per week, office hours 9am to 5.30pm. It may be necessary to

occasionally work outside of normal office hours in order to meet the demands of client meetings

and pressing deadlines.