At a Glance
- Tasks: Provide PA support and manage client records while learning about wealth management.
- Company: Established wealth management practice with a focus on career development.
- Benefits: Competitive salary, structured training, and mentoring towards a Wealth Manager role.
- Other info: Structured pathway to becoming a Wealth Manager within three years.
- Why this job: Kickstart your career in finance with real growth opportunities and hands-on experience.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 40500 - 49500 £ per year.
Location: Office-based, UK
Employment Type: Permanent, Full-time
Sector: Wealth Management / Financial Planning
Salary: Competitive, dependent on experience
Start Date: Towards the end of 2026
The Opportunity
Our client is an established wealth management and financial planning practice seeking a Personal Assistant / Administrator to join its team. This is more than an administrative support role. The business is looking for someone who is relatively early in their career and has ambitions to progress into a Wealth Manager position over time. The successful candidate will initially provide day-to-day PA and administrative support while developing their technical knowledge and gaining the training and qualifications required to progress within the business.
Key Responsibilities
- Provide PA and administrative support to the Financial Adviser.
- Manage diaries, appointments and inboxes.
- Maintain and update client records using Salesforce.
- Assist with simple case writing and preparation of client documentation.
- Complete general practice administration and client servicing activities.
- Assist with keeping client cases and administrative processes on track.
- Take on progressively more technical responsibilities as knowledge and qualifications develop.
- Support the adviser and wider team with the smooth running of the practice.
Essential Requirements
- Previous experience within a St. James’s Place practice is essential.
- Experience using Salesforce.
- Previous diary and inbox management experience.
- Exposure to simple case writing and client documentation.
- Strong administration and organisational skills.
- Excellent attention to detail.
- A willingness to undertake routine administrative tasks while building a strong foundation in wealth management.
- A genuine ambition to progress into a Wealth Manager / advisory role.
Career Progression
This role offers a structured career pathway towards becoming a Wealth Manager within approximately three years, subject to performance, development and completion of the required training. The successful candidate will receive structured training, mentoring and support while gaining progressively greater exposure to the technical and advisory aspects of the business. This opportunity would particularly suit someone who already has experience within a financial planning practice but has not previously been given a clear or structured route into an advisory career.
Why Consider This Role?
- Genuine, structured career progression into Wealth Management.
- Training and support towards relevant qualifications.
- Opportunity to learn the business from the ground up.
- Mentoring and development within an established practice.
- A chance to turn your existing financial services experience into a long-term advisory career.
Personal Assistant / Administrator in London employer: Believe Resourcing
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