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- Tasks: Support the Managing Director and manage client requirements in a dynamic environment.
- Company: Join a successful Partner Practice of St James Place in Durley, Southampton.
- Benefits: Earn up to £40k with benefits, including free parking and part-time options.
- Why this job: Be part of a high-performance culture that values client service and team diversity.
- Qualifications: We seek driven individuals with wealth management experience and strong organisational skills.
- Other info: Office-based role; access to a vehicle preferred for commuting.
The predicted salary is between 24000 - 40000 £ per year.
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Personal Assistant (Wealth Management experience only) – Durley, Southampton
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Client:
Location:
Southampton, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
f8b9ddc79238
Job Views:
14
Posted:
12.08.2025
Expiry Date:
26.09.2025
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Job Description:
Personal Assistant (Wealth Management experience only) – Durley
Our client is looking for a PA to join their successful team in Durley. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £40k with benefits, depending on experience. Our client is a Partner Practice of St James Place.
Specific Activities Include:
- Diary and inbox management
- Weekly stats – meetings to be uploaded to CRM and KPI platforms
- Client servicing: compliance, servicing and scheduling reviews
- Prospect servicing –
- Actioning any tasks on back of info received
- Meeting packs –
- Complete a basic voyant and include expenditure questionnaire
- Add investment funds to analytics
- Ensuring accuracy and consistency of reports
- Developing a training programme with Managing Director to identify key skills gaps and training needs for all members
- Liaising with team to arrange training
- Conduct regular spot checks on file notes to ensure quality and consistency
- Review length of time for applications processing addressing any issues of delays
- Help with addressing issues and escalations that cannot be addressed by PAs or Advisors
Key Skills / Experience:
- Demonstrable experience of building rapport and interacting with clients effectively.
- A driven individual with a focus on client service and leading a high-performance culture.
- Adaptable to change management plans and advocate to business initiatives.
- Highly skilled and organised to manage multiple case management progress channels.
- Strong numerical ability to analyse financial data and performance metrics.
- Confidence and ability to influence senior stakeholders.
- Ability to work autonomously as well as follow direction from C-Suite directives.
- Motivate and mentor team leaders towards business efficiency.
- IT technically proficient including Office 365.
- Committed to advocating and encouraging an inclusive and diverse team culture.
- Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture
- Previous SJP experience is desirable, but not essential
This position will be an office based role. Due to their location, it is preferred the candidate will have access to their own vehicle and be able to drive to the practice. Free parking is available on site.
Part time hours will also be considered for this position.
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Personal Assistant (Wealth Management experience only) - Durley employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Assistant (Wealth Management experience only) - Durley
✨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 or mentors who can provide insights and possibly refer you to opportunities.
✨Tip Number 3
Highlight your organisational skills and experience in managing multiple tasks. Prepare examples of how you've successfully handled complex schedules or client interactions in previous roles to showcase your suitability for the position.
✨Tip Number 4
Research the company culture of the practice you're applying to. Understanding their values and work environment will allow you to tailor your approach and show how you can contribute positively to their team dynamics.
We think you need these skills to ace Personal Assistant (Wealth Management experience only) - Durley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your wealth management experience and relevant skills. Use specific examples that demonstrate your ability to manage diaries, client servicing, and report accuracy.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key skills mentioned in the job description. Emphasise your experience in client interaction and your ability to work autonomously while supporting senior stakeholders.
Showcase Relevant Experience: In your application, clearly outline any previous roles where you have built rapport with clients or managed multiple tasks effectively. Mention any experience with compliance and training programmes, as these are crucial for this role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that your documents are well-structured and free from typos, as attention to detail is vital for a Personal Assistant role.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Showcase Your Wealth Management Experience
Make sure to highlight your previous experience in wealth management during the interview. Be prepared to discuss specific examples of how you've supported clients and managed their needs effectively.
✨Demonstrate Strong Organisational Skills
As a Personal Assistant, you'll need to manage multiple tasks simultaneously. Bring examples of how you've successfully organised schedules, managed diaries, or handled client communications in the past.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and adaptability. Think of scenarios where you had to address client issues or manage changes in priorities, and be ready to explain your approach.
✨Emphasise Your IT Proficiency
Since the role requires proficiency in Office 365 and other tech tools, be prepared to discuss your technical skills. Mention any relevant software you've used and how it has helped you in your previous roles.
