Employer: Financial Divisions Salary: £36,000 – £40,000 per annum Date Added: 17/01/2024
Private Client Wealth Management
Plus: bonus and an excellent benefits package
Are you a dynamic and adaptable individual seeking a rewarding career in the heart of London’s financial district? We are thrilled to present an exciting opportunity with one of our esteemed Chartered Wealth Management firms, a leader in providing top-notch financial services to high-net-worth City clients.
Our client, a well-established Chartered Wealth Management firm, is seeking a talented individual to join their close-knit team. Specialising in providing advice on personal wealth, including investments, pensions, and tax planning, they are now looking for a versatile and adaptable Personal Assistant / Office Administrator to support their daily operations.
Key Responsibilities:
Manage the diaries of Senior Advisers and Partners, coordinating client meetings and appointments.
Welcome high-net-worth clients at reception and facilitate smooth transitions to meeting rooms.
Assist in basic client information gathering and data entry into the in-house database.
Handle phone calls, take messages, and ensure effective communication within the team.
Manage company stationery and ad hoc office equipment needs.
Contribute to planning and executing client events, as well as staff team-building exercises and social gatherings.
Previous experience in PA and office administrative role is desirable and ideally experience within a Financial Services or Professional services organisation.
Our client offers:
Competitive salary of £40,000 per annum.
Performance-based bonus structure.
Excellent benefits package.
Opportunity to work with a prestigious clientele.
Invaluable experience within a dynamic and supportive team.
Access to company-wide bonus schemes.
Participation in client events and staff social gatherings.
If you would like to discuss this opportunity in detail, please contact Jo at Financial Divisions
