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For Companies At a Glance
- Tasks: Support senior management with administrative and strategic tasks in a fast-paced environment.
- Company: Join a leading wealth management firm in London with a dynamic team.
- Benefits: Competitive salary, professional development, and a chance to work with top executives.
- Why this job: Be the backbone of the business, ensuring smooth operations and optimised executive time.
- Qualifications: Experience as a PA/EA at C-Suite level, ideally in financial services.
- Other info: Opportunity to grow in a collaborative and entrepreneurial setting.
The predicted salary is between 36000 - 60000 Ā£ per year.
Our client is looking for an Executive Assistant to join their team to help support the Senior Management team in London. This role is critical in ensuring all combined responsibilities are fulfilled to an excellent standard within the Practice. As the Executive PA you will provide administrative, organisational, and strategic support to ensure the CEO, CFO and Chairman's time is optimised and the business runs smoothly. This role requires exceptional discretion, professionalism, and the ability to operate with initiative and foresight in a fastāpaced, entrepreneurial environment.
Key Responsibilities
- Strong understanding of UK financial advice processes.
- Knowledge of FCA regulatory requirements, suitability rules, and advice documentation standards.
- Background in an IFA, wealth management, or financial planning environment.
- Exposure to advice process or proposition development.
- Proven ability to design, document, and refine advice processes or frameworks.
- Experience interpreting management information (MI), identifying trends, and recommending improvements.
- Collaboration across compliance, operations, product, and adviser networks.
- Prepare letters, high-quality documents, presentations, and reports for meetings as required.
- Organise and provide support for board meetings, executive committees, executive offsites, key client engagements and other key business meetings where required.
- Oversee expense management, invoices and related administrative processes.
- Assist in the smooth running of the office environment as required.
Person Specification
- Previous experience as a PA/EA at Board or CāSuite level, ideally within financial services, professional services, or a fastāpaced growth business.
- Exceptional organisational skills with the ability to prioritise multiple demands.
- Strong written and verbal communication skills, with excellent attention to detail.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and collaboration tools.
- Experience managing confidential and sensitive information.
- Highly professional, discreet, and reliable.
- Proactive, resourceful, and able to anticipate needs.
- Calm under pressure with a solutionsāfocused mindset.
- Strong interpersonal skills with the ability to build trust and credibility quickly.
- Flexible and adaptable to evolving business needs.
Please email your CV to sam@artemisrecruitment.co.uk if you are interested in applying for this position.
EXECUTIVE PA (WEALTH MANAGEMENT) - LONDON employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice š¤«
We think this is how you could land EXECUTIVE PA (WEALTH MANAGEMENT) - LONDON
āØTip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for an Executive PA role. You never know who might have the inside scoop on job openings or can put in a good word for you.
āØTip Number 2
Prepare for interviews by researching the company and its leadership team. Understand their values and recent developments in the financial services industry. This will help you tailor your responses and show that you're genuinely interested in supporting the CEO, CFO, and Chairman.
āØTip Number 3
Practice your communication skills! As an Executive PA, you'll need to convey information clearly and professionally. Consider doing mock interviews with friends or using online resources to refine your verbal and written communication.
āØTip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're proactive and serious about landing that Executive PA position.
We think you need these skills to ace EXECUTIVE PA (WEALTH MANAGEMENT) - LONDON
Some tips for your application š«”
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Executive PA role. Highlight your background in financial services and any relevant administrative experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role, showcasing your organisational skills and ability to handle confidential information with discretion.
Showcase Your Communication Skills: Since strong written and verbal communication is key for this position, ensure your application is clear, concise, and free of errors. This will demonstrate your attention to detail right from the start!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you donāt miss out on any important updates!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
āØKnow Your Financial Stuff
Make sure you brush up on your understanding of UK financial advice processes and FCA regulatory requirements. Being able to discuss these confidently will show that youāre not just a great PA, but also someone who understands the industry.
āØShowcase Your Organisational Skills
Prepare examples of how you've successfully managed multiple demands in previous roles. Think about specific situations where your organisational skills made a difference, especially in fast-paced environments.
āØCommunicate Clearly
Practice your written and verbal communication skills. You might be asked to prepare documents or reports, so being articulate and precise is key. Consider bringing samples of your work to demonstrate your attention to detail.
āØBe Proactive and Resourceful
During the interview, highlight instances where you anticipated needs before they arose. This role requires someone who can think ahead, so share stories that showcase your proactive approach and problem-solving abilities.
