At a Glance
- Tasks: Support senior management and financial advisors in delivering top-notch services.
- Company: Leading wealth management firm in the South West with a focus on customer experience.
- Benefits: Up to 20% annual bonus, 25 days leave, hybrid working, and private medical insurance.
- Other info: Enjoy early finish Fridays, Christmas shutdowns, and fun team events.
- Why this job: Make a real difference while working with high net-worth individuals and expanding your financial knowledge.
- Qualifications: Experience in financial services and strong organisational skills.
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
Personal Assistant - Financial Services employer: Siamo Group
Join one of South West's leading wealth management firms, where your role as a Personal Assistant will not only enhance your career in financial services but also allow you to make a meaningful impact. With a strong focus on employee development, our client offers generous benefits including a performance-based bonus scheme, professional training opportunities, and a supportive work culture that values work-life balance through hybrid working options and additional time off for special occasions. Experience a workplace that prioritises customer experience while fostering growth and collaboration among high net-worth clients and senior management.
