At a Glance
- Tasks: Support senior management and financial advisors in delivering top-notch services.
- Company: Join a leading wealth management firm in the South West.
- Benefits: Enjoy a competitive salary, annual bonuses, and hybrid working options.
- Other info: Experience exciting events, early finishes on Fridays, and generous leave entitlements.
- Why this job: Make a real difference while enhancing your skills in financial services.
- Qualifications: Previous admin experience and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ 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.
As the Personal Assistant, you will be working directly with the senior management team and Financial Advisors to deliver leading products across the UK. Within this role, it will offer you 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.
What does our client's benefits scheme include?
- 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
This Personal Assistant role will hold the below responsibilities:
- Being first point of contact for the company's enquiries
- Managing a customer base updating on stages and resolving queries
- Booking of client meetings, webinars, travel and team events
- Attending meetings with advisors supporting and providing guidance where required
- Managing all post sign up administration
- Updating of customer records via CRM
- Management of enquiry emails and responses
The ideal candidate for this Personal Assistant role will hold the below experience, skills and qualifications:
- Previous administrative experience is essential
- 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
- Excellent communication skills with the ability to converse with all levels
- Attentive with an eye for detail
- Full UK Driving License and Own Vehicle
Personal Assistant - Financial Services in Westminster employer: Siamo Group Ltd
Siamo Recruitment is an exceptional employer, offering a dynamic work environment within one of the South West's leading wealth management firms. With a strong focus on employee development, you will benefit from professional training opportunities, a generous benefits package including a performance-based bonus, and a supportive culture that values work-life balance through hybrid working options and early finish Fridays. Join us to make a meaningful impact while working closely with senior management and high net-worth clients in a role that truly matters.
