At a Glance
- Tasks: Support the Company Director with administrative tasks and manage day-to-day operations.
- Company: Join a well-established wealth management firm with a professional culture.
- Benefits: Competitive salary, 28 days holiday, pension contributions, and social events.
- Other info: Ideal for those seeking growth in a dynamic and confidential environment.
- Why this job: Be a key player in finance while working closely with high-net-worth clients.
- Qualifications: Strong admin skills, excellent communication, and familiarity with finance terminology.
The predicted salary is between 29700 - 36300 £ per year.
Personal Assistant – Finance & Wealth Management
As a well-established wealth management firm, Willday Wealth Management is seeking a highly organised and discreet Personal Assistant to support the Company Director.
This role is ideal for someone with a strong administrative background, excellent attention to detail, and a high level of professionalism, particularly within the finance, investments, or private wealth sectors.
You will be instrumental in managing day-to-day operations, ensuring the Company Director’s schedule runs smoothly, and handling both business and personal matters with confidentiality and efficiency.
Key Responsibilities
- Professional assistant duties for the Company Director, including handling incoming phone calls on his behalf with professionalism and proper phone etiquette
- Managing complex calendars, coordinating internal and client-facing meetings, and tracking important deadlines
- Liaise with clients, financial institutions, and professional service providers,
- Perform data entry tasks accurately and efficiently.
- Prepare, edit, and proofread reports, investment summaries, presentations, and confidential business correspondence.
- Assist with compliance documentation and secure file management.
- Arrange domestic or international travel as needed, including obtaining visas, arranging transportation, and securing accommodations.
- Handle confidential and personal matters and ad hoc tasks for the Company Director, including running errands and event co-ordination.
- Maintain and manage databases, subscriptions, and memberships.
About You
The ideal candidate will
- Hold a full UK Driving License
- Excellent written and verbal communication skills
- Highly organised with the ability to prioritise and manage multiple tasks under pressure.
- Strong knowledge of Microsoft Office
- Professional demeanor and ability to liaise with clients and senior stakeholders confidentially
- Strong understanding of confidentiality and discretion, especially when working with high-net-worth individuals.
- Familiarity with financial terminology, compliance processes, or CRM systems is an advantage.
- Prior experience as a Personal Assistant, or an administrative support role in finance, investment, legal, or wealth management is highly desirable.
- What Willday Offers
- Competitive salary, dependent on experience
- 28 days holiday, with an additional day given per year of service (capped at 5)
- Optional bike to work scheme
- Pension contributions
- On-site parking
- Quarterly company social events
- #J-18808-Ljbffr
Personal Assistant – Finance & Wealth Management in Leicester employer: Willday Wealth Management Limited
Willday Wealth Management is an exceptional employer, offering a supportive and professional work environment where your contributions are valued. With competitive salaries, generous holiday allowances, and opportunities for personal growth, you will thrive in a culture that prioritises employee well-being and teamwork. Located in a vibrant area, the firm also hosts quarterly social events, fostering a sense of community among staff while you assist in managing the dynamic world of finance and wealth management.
Contact Details:
Willday Wealth Management Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Assistant – Finance & Wealth Management in Leicester
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Willday Wealth Management Limited. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Willday Wealth Management Limited.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Willday Wealth Management Limited. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Personal Assistant – Finance & Wealth Management in Leicester
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Willday Wealth Management Limited and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Willday Wealth Management Limited how you can be a team player!
How to prepare for a job interview at Willday Wealth Management Limited
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Willday Wealth Management Limited.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Willday Wealth Management Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
