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- Tasks: Support a senior Financial Planner with administrative tasks and client servicing.
- Company: Join a dynamic wealth management firm in the heart of London.
- Benefits: Enjoy a vibrant office environment, team events, and opportunities for professional growth.
- Why this job: Be part of a supportive team while making a real impact in clients' financial journeys.
- Qualifications: Experience as a PA is preferred; passion for finance and strong communication skills are essential.
- Other info: This role is office-based in Mayfair, offering a chance to thrive in a fast-paced environment.
The predicted salary is between 36000 - 60000 £ per year.
Personal Assistant (SJP) (Wealth Management experience only) – London
Our client is looking for an experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistance and client servicing to the senior Financial Planner. As Personal Assistant, you will be required to provide full time administrative support to the designated Adviser and the wider office where necessary. You will be required to report to the Practice Manager. This will be an office based role in Mayfair, London.
Responsibilities:
– Preparation of Meeting files – New and Review
– Diary management of allocated Adviser/Advisers
– Appointment making
– General oversight and management of the client experience and servicing for your dedicated Adviser – inclusive of management of client review list
– Professional Client interaction and dealing with client enquiries – phone/email/letter/face to face
– Responding to emails
– Building and maintaining professional relationships with clients and colleagues
– Liaising with external providers and companies via way of letter and telephone
– Preparation of business submission files to pass to paraplanning team
– Ensuring compliance documentation is completed and files correctly and in line with legislation
– File note/Contact record maintenance
– Processing of withdrawal of funds
– Processing of fund switching
– Letter writing to clients
– Prioritise workload to ensure that all urgent work is actioned in a timely manner
– Ensure all relevant processes and actions are completed in a timely effective manner to support other members of the team
– Be involved and contribute at team meetings
– Provide cover for other team members upon request as per the business need
– Keeping up to date with evolving procedures and systems – internally and externally
– Scanning and processing of client documentation
– Answering of Incoming office calls
– Monitoring and Management of email inbox and various other inboxes
– Admin of specific office/team projects
– General wider office duties
– Organising client events
Ideally You Will Have:
– Previous experience in PA Role (or similar), ideally in financial services or related sector but not essential
– Genuine interest in Financial Services & sustainable investing
– High level of attention to detail
– Highly organised
– Excellent written and verbal communication skills
– Excellent IT Skills
– Team player
– Approaches work positively with a can-do attitude and take responsibility for own tasks
– Manages time effectively with the ability to multitask
– Works well as an individual and also as part of a large team
– Open to change with a creative approach to problem solving
Personal Assistant (SJP) (Wealth Management experience only) - London employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Assistant (SJP) (Wealth Management experience only) - London
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with individuals who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest trends in financial services and sustainable investing. This knowledge will not only help you stand out during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 3
Practice your communication skills, both written and verbal. As a Personal Assistant, you'll need to interact with clients and colleagues regularly, so being articulate and professional is key.
✨Tip Number 4
Showcase your organisational skills by managing your time effectively. Consider creating a mock schedule or task list that reflects how you would prioritise responsibilities in a busy office environment.
We think you need these skills to ace Personal Assistant (SJP) (Wealth Management experience only) - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and personal assistance. Use specific examples that demonstrate your skills in diary management, client interaction, and administrative support.
Craft a Compelling Cover Letter: Write a cover letter that showcases your genuine interest in financial services and sustainable investing. Mention how your previous roles have prepared you for this position and why you are a great fit for the team.
Highlight Key Skills: Emphasise your attention to detail, organisational skills, and ability to multitask. Provide examples of how you've successfully managed workloads and contributed positively to team dynamics in past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial for a Personal Assistant role.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Showcase Your Wealth Management Knowledge
Make sure to highlight any relevant experience you have in wealth management during the interview. Be prepared to discuss specific examples of how you've supported financial planners or dealt with client servicing in this sector.
✨Demonstrate Your Organisational Skills
As a Personal Assistant, organisation is key. Bring examples of how you've managed diaries, prioritised tasks, and ensured timely completion of projects. This will show your potential employer that you can handle the demands of the role.
✨Prepare for Client Interaction Scenarios
Expect questions about how you would handle client enquiries and maintain professional relationships. Think of scenarios where you've successfully managed client communications and be ready to share those experiences.
✨Exhibit a Can-Do Attitude
Employers are looking for team players who approach challenges positively. Be ready to discuss times when you've taken initiative or adapted to changes in the workplace, showcasing your proactive mindset.
