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- Tasks: Support the Managing Director and manage client requirements in a dynamic wealth management environment.
- Company: Join a successful team in Horsham, dedicated to exceptional client service and financial excellence.
- Benefits: Enjoy a competitive salary of £30k - £35k with additional perks and a supportive work culture.
- Why this job: Be part of a high-performance culture that values adaptability, teamwork, and personal growth.
- Qualifications: We seek candidates with wealth management experience, strong organisational skills, and a client-focused mindset.
- Other info: Opportunity to develop training programs and enhance your leadership skills in a diverse team.
The predicted salary is between 30000 - 35000 £ per year.
Type of Position: Personal Assistant (Wealth Management experience only) – Horsham
Pay: £30k – £35k
Personal Assistant (Wealth Management experience only) – Horsham
Our client is seeking a PA to join their successful team in Horsham, Sussex. The role involves supporting the Managing Director and ensuring client requirements are met. The position offers a salary of up to £35k with benefits, depending on experience.
Key Responsibilities:
- Managing diaries and inboxes
- Uploading weekly meeting statistics to CRM and KPI platforms
- Client servicing: compliance, scheduling reviews
- Prospect servicing and task management based on received information
- Preparing meeting packs
- Completing basic voyant and expenditure questionnaires
- Adding investment funds to analytics
- Ensuring accuracy and consistency of reports
- Developing training programs with the Managing Director to identify skills gaps and training needs
- Liaising with the team to organize training sessions
- Conducting regular file note quality checks
- Reviewing application processing times and addressing delays
- Assisting with issues and escalations beyond PAs or Advisors
Required Skills and Experience:
- Proven ability to build rapport and interact effectively with clients
- Driven with a focus on client service and high-performance culture
- Adaptable to change management and business initiatives
- Highly organized, able to manage multiple case channels
- Strong numerical skills for financial data analysis
- Confidence to influence senior stakeholders
- Ability to work independently and follow C-Suite directives
- Motivational and mentoring skills for team leadership
- Proficient in Office 365 and IT skills
- Committed to promoting an inclusive and diverse team culture
- Understanding of wellbeing initiatives and fostering an open, considerate environment
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Personal Assistant (Wealth Management experience only) - Horsham employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Assistant (Wealth Management experience only) - Horsham
✨Tip Number 1
Familiarise yourself with the wealth management industry. Understanding key concepts, terminology, and current trends will help you engage in meaningful conversations during interviews and demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the specific challenges they face, which can give you an edge in discussions.
✨Tip Number 3
Showcase your organisational skills by preparing a mock diary management plan. This could involve creating a sample schedule for a busy executive, highlighting your ability to prioritise tasks and manage time effectively.
✨Tip Number 4
Demonstrate your client service skills by preparing examples of how you've successfully managed client relationships in the past. Be ready to discuss specific situations where you went above and beyond to meet client needs.
We think you need these skills to ace Personal Assistant (Wealth Management experience only) - Horsham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your wealth management experience. Focus on relevant skills such as client servicing, diary management, and financial data analysis to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and how your previous experiences make you a perfect fit. Mention specific examples of how you've successfully managed client relationships or supported senior executives.
Highlight Relevant Skills: In your application, emphasise your organisational skills, adaptability, and proficiency in Office 365. These are crucial for the Personal Assistant role and will help you stand out.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this position.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Wealth Management Knowledge
Make sure to highlight your experience in wealth management during the interview. Be prepared to discuss specific examples of how you've supported clients in this sector, as it will demonstrate your understanding of the industry and its unique challenges.
✨Demonstrate Organisational Skills
As a Personal Assistant, being organised is key. Bring examples of how you've managed multiple tasks or projects simultaneously. You might even want to mention any tools or methods you use to stay on top of your workload.
✨Prepare for Client Interaction Scenarios
Since the role involves client servicing, be ready to discuss how you build rapport with clients. Think of scenarios where you've successfully handled client requests or resolved issues, showcasing your strong interpersonal skills.
✨Familiarise Yourself with Office 365
Proficiency in Office 365 is essential for this role. Brush up on your skills with applications like Excel and PowerPoint, and be prepared to discuss how you've used these tools in previous roles to enhance productivity and reporting.