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
Assistant – Wealth Management (12 Month FTC) in London employer: Joyce Guiness Limited
Joyce Guiness Limited is an excellent employer, offering a supportive and collaborative work environment in the heart of Clerkenwell. With a hybrid working model that promotes work-life balance, employees benefit from standard office hours and opportunities for professional growth through training and teamwork on exciting workspace design projects. The company values organisation and creativity, making it a rewarding place for those looking to make a meaningful impact in the interiors industry.
