Assistant – Wealth Management (12 Month FTC)

Our client, an award-winning wealth management partnership, is looking for a highly organised and resilient Assistant to support two busy Wealth Planning Directors. This is a hybrid role, working four days from the office and one day from home. This is a fast-paced environment where priorities shift quickly, so the ideal candidate will thrive under pressure, manage their time effectively, and consistently deliver to a high standard.

The successful candidate will have previous experience in a similar support role, ideally within financial services, and will be comfortable working across multiple stakeholders, including external banks and providers. Day to day, you will manage a high volume of work, so strong attention to detail, excellent written communication, and confident use of Microsoft Office are all essential. Experience dealing with high-net-worth and demanding clients will be a distinct advantage.

You will be a collaborative team player who maintains professionalism and discretion, and who handles sensitive information with care. A proactive problem-solver by nature, you will take ownership of tasks from start to finish, adapt readily to change, and support colleagues and senior management alike.

Hours: Office based with WFH day potential

Based: Mayfair

Duties include but are not limited to:

• Providing comprehensive administrative support, including drafting and proofreading correspondence, diary management, and scheduling meetings
• Maintaining accurate records, both electronically and in hard copy, and preparing paperwork for client meetings and business submissions
• Acting as a point of contact for internal and external enquiries, liaising across departments including investment and operational teams
• Assisting with the planning and organisation of internal and client events
• Ensuring compliance with client service requirements and supporting team members with ad-hoc tasks as required
• Minute taking