Executive Assistant - Wealth Management

JR United Kingdom; London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading company in wealth management is seeking a Wealth Management Assistant in London. The role involves providing operational support to a team, ensuring efficient office functioning, and interacting with clients. Ideal candidates should possess prior experience in financial services and demonstrate strong organizational and interpersonal skills, with opportunities for professional development and hybrid working.

Benefits

28 days of annual leave plus UK bank holidays

10% monthly contribution towards flexible benefits

Private medical insurance

Life insurance

Competitive pension plan

Access to an employee benefits platform

Qualifications

• Prior experience in financial services, ideally in asset management or investment banking.
• Excellent interpersonal skills and a strong team spirit.
• Reliable and trustworthy with a positive, proactive attitude.

Responsibilities

• Greeting clients and managing administrative tasks in the office.
• Assisting with client onboarding and preparation of proposals.
• Coordinating meetings and maintaining office stock.

Skills

Communication

Organizational Skills

Problem Solving

Interpersonal Skills

Team Spirit

Job description

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Executive Assistant - Wealth Management, london

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Client:

Confidential Company

Location:

london, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

10.06.2025

Expiry Date:

25.07.2025

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Job Description:

Our company operates in the wealth management sector, guiding clients through every stage of their financial journey. Our team brings together seasoned professionals with deep expertise in asset management, financial structuring, and business advisory services.

To support our continued growth, our London office is looking for a Wealth Management Assistant to provide day-to-day operational support to a team of 10. This is a varied and hands-on role, well-suited for a proactive and adaptable individual who is eager to contribute across multiple facets of the business and help ensure the smooth functioning of the office.

Position Description

• Greeting clients, visitors, and partners

• Coordinate meeting rooms, manage bookings, ensure rooms are prepared to high standards and refreshed throughout the day

• Maintaining stock within the office

• Handle incoming calls, enquiries, and emails efficiently and courteously

• Assist with client account openings and onboarding

• Assist with preparing proposals for clients

• Management of administrative/compliance and client files

• Provide general support to Wealth Managers in their activity

• Occasional assisting/ booking of staff travel

• Ad-hoc administration as required

Desired Profile

Beyond a CV, we seek a personality! Joining us means sharing our values: Expertise, entrepreneurship, innovation, empathy, and humanity.

You are the ideal candidate if you have:

• Prior experience in financial services, ideally within asset management, private equity or investment banking. Experience with client onboarding is highly desirable

• A strong communicator and an excellent team player

• A positive, pro-active and 'can-do' attitude

• A polished appearance since this is a client facing role

We are looking for someone with:

• Excellent interpersonal skills and a strong team spirit

• Strong organisational skills and ability to manage priorities effectively

• The ability to problem solve and be one step ahead

• Motivation and curiosity with a strong willingness to learn and grow

• Meticulous and detail-oriented • Reliable and trustworthy

• Customer-focused, with a constant concern for client satisfaction

• Be part of a growing initiative and actively contribute to its evolution

• Opportunities for both professional and career development

• 28 days of annual leave, plus UK bank holidays

• 10% monthly contribution towards flexible benefits, to use at your discretion

• Private medical insurance, life insurance, and a competitive pension plan

• Hybrid working model – one day per week working from home

• Access to an employee benefits platform

Start Date & Location

The position is set to begin in July 2025, based in London.

As part of a commitment to diversity and inclusion, the role is open to all qualified candidates, including those with disabilities.

It will be discussed during your recruitment process, it depends on your professional experience.