Personal Assistant (Wealth Management experience only) - Durley

Artemis Recruitment Consultants Ltd; London; On-site; GBP 25,000 - 40,000; Part time

Job summary

A leading company in wealth management seeks a Personal Assistant to support their Managing Director in Durley. The role involves managing schedules and client interactions, with a focus on high-performance culture and team training. Candidates should be highly organized and capable of working independently while effectively engaging with clients.

Qualifications

• Proven experience in client servicing and relationship building.
• Highly organized to manage multiple tasks efficiently.
• Strong numerical ability to analyze financial data.

Responsibilities

• Manage diary and inbox for the Managing Director.
• Coordinate client servicing, compliance, and training programs.
• Conduct regular quality checks on documentation.

Skills

Client interaction

Numerical analysis

Organizational skills

Change management

IT proficiency

Leadership

Job description

Type of Position: Personal Assistant (Wealth Management experience only) - Durley
Pay: £25k - £40k

Personal Assistant (Wealth Management experience only) - Durley

Our client is looking for a PA to join their successful team in Durley. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £40k with benefits, depending on experience. Our client is a Partner Practice of St James Place.

Specific Activities Include:

• Diary and inbox management
• Weekly stats – meetings to be uploaded to CRM and KPI platforms
• Client servicing: compliance, servicing and scheduling reviews
• Prospect servicing –
• Actioning any tasks on back of info received
• Meeting packs –
• Complete a basic voyant and include expenditure questionnaire
• Add investment funds to analytics
• Ensuring accuracy and consistency of reports
• Developing a training programme with Managing Director to identify key skills gaps and training needs for all members
• Liaising with team to arrange training
• Conduct regular spot checks on file notes to ensure quality and consistency
• Review length of time for applications processing addressing any issues of delays
• Help with addressing issues and escalations that cannot be addressed by PAs or Advisors
  

Key Skills / Experience:

• Demonstrable experience of building rapport and interacting with clients effectively.
• A driven individual with a focus on client service and leading a high-performance culture.
• Adaptable to change management plans and advocate to business initiatives.
• Highly skilled and organised to manage multiple case management progress channels.
• Strong numerical ability to analyse financial data and performance metrics.
• Confidence and ability to influence senior stakeholders.
• Ability to work autonomously as well as follow direction from C-Suite directives.
• Motivate and mentor team leaders towards business efficiency.
• IT technically proficient including Office 365.
• Committed to advocating and encouraging an inclusive and diverse team culture.
• Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture
• Previous SJP experience is desirable, but not essential

This position will be an office based role. Due to their location, it is preferred the candidate will have access to their own vehicle and be able to drive to the practice. Free parking is available on site.

Part time hours will also be considered for this position.

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