At a Glance
- Tasks: Support high net-worth clients and coordinate between departments in a dynamic financial environment.
- Company: Join a leading wealth management firm with a focus on customer experience.
- Benefits: Enjoy a competitive salary, annual bonuses, hybrid work, and generous leave policies.
- Other info: Flexible working hours, early finish Fridays, and fun team events await you!
- Why this job: Make a real difference in clients' lives while expanding your financial knowledge.
- Qualifications: Experience in customer service and familiarity with financial services is a plus.
The predicted salary is between 26509 - 27537 £ per year.
We here at Siamo Recruitment are proud to be working with one of South West's leading wealth management firms. Due to continued success and an exciting re-structure, our client is looking to hire a Personal Assistant. This is the perfect opportunity for an individual with financial services exposure looking to broaden their knowledge and see their work make a true difference.
Within this role, you will have the chance to be the bond between all departments and work with high net-worth individuals where customer experience should be at the heart of what you do.
- Up to a 20% annual bonus scheme (performance based)
- Professional investment plans for relevant courses, exams and industry training materials
- 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
- Annual salary reviews
- Private medical insurance and life cover available
- Recruitment referrals bonus
- Hybrid working offering 2 days from home post probation
- Early finish Fridays, Christmas shutdowns, summer and winter events and additional time off on your birthday
- Free on-site parking
Responsibilities include:
- Booking of client meetings, webinars, travel and team events
- Updating of customer records via CRM
The ideal candidate for this Personal Assistant role will hold the below experience, skills and qualifications:
- Previous experience dealing with customers via phone, email and face to face
- Previous experience within financial services is advantageous (banking, investment, insurance or wealth management)
- Microsoft Office proficient with exposure using CRMs and Zoom
- Full UK Driving License and Own Vehicle
Personal Assistant in Financial Sector employer: Siamo Group Ltd
Join a leading wealth management firm in the South West, where your role as a Personal Assistant will not only enhance your career but also allow you to make a significant impact on client experiences. With a supportive work culture that prioritises employee growth through professional development opportunities, generous benefits including a performance-based bonus scheme, and a flexible hybrid working model, this company truly values its employees. Enjoy additional perks such as early finish Fridays, festive shutdowns, and the chance to work closely with high net-worth individuals in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Assistant in Financial Sector
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Siamo Group Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Personal Assistant in Financial Sector
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Siamo Group Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Siamo Group Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Siamo Group Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Siamo Group Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Siamo Group Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Siamo Group Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
