At a Glance
- Tasks: Support senior leaders with admin, scheduling, and client engagement in a fast-paced environment.
- Company: Respected Wealth Management firm with ambitious growth plans.
- Benefits: Gain valuable experience in finance and develop professional skills.
- Other info: Opportunity to build strong relationships and grow your career.
- Why this job: Be part of a dynamic team and make a real impact in wealth management.
- Qualifications: Previous PA experience and proficiency in Microsoft Office required.
THIS ROLE IS A 12 MONTH FTC
The Company: A well respected and professional Wealth Management and Financial Planning firm with ambitious growth plans.
The Role: The Assistant will provide administrative, organisational, and strategic support to the Head of Wealth Management and Head of Propositions, supporting them through all of their client engagement work. This role requires exceptional professionalism, and the ability to operate with initiative and foresight in a fast-paced, entrepreneurial environment.
- The Assistant will manage and coordinate the Senior Leadership team’s complex diaries, schedules, and travel arrangements.
- Obtain and prepare paperwork required for client meetings and business submission.
- Being involved in client meetings – preparation, attendance to take minutes for meeting notes and follow-up, etc.
- Updating client records following the meetings.
- Ensure the Leadership members are briefed ahead of key engagements and anticipate their needs, providing proactive solutions and support.
- Handle confidential information with the highest level of discretion operational support.
- The Assistant will prepare client 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.
- The Assistant will build strong working relationships across the Financial Planning firm and with external partners, reflecting a collaborative and trusted style.
The Candidate: Previous experience as a PA or Assistant to senior team leadership / heads of, ideally within financial services - wealth management would be highly desired. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and collaboration tools.
Assistant to Senior Leadership , Wealth Management firm in Slough employer: JJ SEARCH LIMITED
As a leading UK specialist commercial bank, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. The Senior Credit Approver role offers not only competitive benefits and opportunities for professional growth but also the chance to make a significant impact on our lending portfolio while collaborating with senior stakeholders. Join us in shaping the future of property lending and development finance in an environment that values innovation and teamwork.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant to Senior Leadership , Wealth Management firm in Slough
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like JJ SEARCH LIMITED.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like JJ SEARCH LIMITED might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Assistant to Senior Leadership , Wealth Management firm in Slough
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at JJ SEARCH LIMITED will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at JJ SEARCH LIMITED. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give JJ SEARCH LIMITED confidence in your short-term commitment to the role.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with JJ SEARCH LIMITED.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure JJ SEARCH LIMITED that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
