EA and Finance Assistant in Private Wealth Management, West End

2 weeks ago


United Kingdom Angela Mortimer Full time
EA and Finance Assistant in Private Wealth Management, West End (ID:18154)

An exciting opportunity has arisen for a start-up Private Wealth Management company in the West End.

You will support a small team with client meetings, diary management and financial administration.

A key part of the role will also involve financial administration including bank reconciliations, expenses, managing on-line banking portfolios and private banking as well as compliance management.

Prior EA experience within financial services is required, knowledge of French or Italian is also highly desirable. Immediate start for the right candidate.

Angela Mortimer is acting as an employment agency for this job listing.

For further information how Angela Mortimer acts as an employment agency or as an employment business see our legal information.

#J-18808-Ljbffr

  • United Kingdom ROC Recruitment Full time

    High profile family office that is West-end based is looking to identify Private life manager/EA You will be part of the family office team and will report directly in to the Chief of Staff and the Principal. A great opportunity for someone who is operating at EA level and wants more responsibility. Main duties: the smooth running of the Principal’s...


  • United Kingdom Aldrich & Co Full time

    Office Manager/EA, Corporate Finance, Mayfair £60,000 + excellent bonus and benefits Are you an Office Manager with broad experience in a professional services environment? Do you have experience managing projects, facilities and suppliers as well as providing EA support at executive level? And, would you thrive in an office full of bright, enquiring...


  • United Kingdom Samuel and Co Trading Full time

    Trainee Wealth Manager Company: Position: Trainee Wealth Manager About Us: Samuel and Co Trading is a leading provider of financial trading education, offering a Level 5 & 7 Diploma in Financial Trading. Our Ofqual-regulated diploma is designed to equip candidates with the skills and knowledge required to excel in the financial services sector. Upon...


  • United Kingdom Samuel and Co Trading Full time

    Job Specification: Trainee Wealth Manager Company: Samuel and Co Trading Location: London United Kingdom Position: Trainee Wealth Manager About Us: Samuel and Co Trading is a leading provider of financial trading education, offering a Level 5 & 7 Diploma in Financial Trading. Our Ofqual-regulated diploma is designed to equip candidates with the...


  • United Kingdom Wills & Trusts Wealth Management Full time

    Wills & Trusts Solicitors are a licensed practice, focusing on wealth management and estate planning. Having established ourselves over the past few years we are keen to appoint a driven and professional Private Client Solicitor that is keen to make an impact and develop as the business grows. This would be a fantastic opportunity for a qualified Solicitor...


  • United Kingdom C&C Search Full time

    C&C Search is currently recruiting a Senior EA for a pioneering venture capital firm in the West End. This is an incredible opportunity to join a dynamic, fast-paced environment with amazing benefits and hybrid working. Position: Senior EA supporting 3 Managing Partners Hybrid set up: 4/1 Great benefits including pension, wellness budget, bonus and...


  • United Kingdom Dnevo Partners Limited Full time

    A leading private equity firm in the West End requires a highly capable EA to support their executive team on a permanent basis. This is a fast-paced role within a great firm with a fabulous culture and it is fully onsite Monday - Friday with flexibility required. Competitive salary with discretionary bonus and great benefits. Arranging extensive global...


  • United Kingdom CINQ FINANCE Full time

    Finance Manager - Fully Remote Our client, a high growth AI start up are looking for a skilled Finance Manager who will report directly to the CFO and manage a dedicated team of 3-5 finance assistants and accountants. Ensuring the accuracy and integrity of our financial processes across both our UK and US operations. MUST HAVE experience in US reporting...


  • United Kingdom CINQ FINANCE Full time

    Finance Manager - Fully Remote Our client, a high growth AI start up are looking for a skilled Finance Manager who will report directly to the CFO and manage a dedicated team of 3-5 finance assistants and accountants. Ensuring the accuracy and integrity of our financial processes across both our UK and US operations. MUST HAVE experience in US reporting...

  • Wealth Manager

    1 month ago


    United Kingdom JCW Group Full time

    Our client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will collaborate closely with clients, understanding their financial goals and crafting tailored...

  • Finance Manager

    4 weeks ago


    United Kingdom in Newbury Full time

    Finance Manager (16-Month Contract) **Location:** Hayes, Middlesex **Hours:** Monday – Friday, 9am – 5pm per week (occasional travel may be required) Purpose of the Role: As Finance Manager, you will play a crucial role in overseeing end-to-end finance operations, ensuring compliance with SOX controls, company policies, and UK GAAP. You will be...


  • United Kingdom Schroders Recruitment Full time

    Senior Internal Auditor - Wealth Management Business Area: Group Internal Audit Location: London  Reporting to: Audit Manager – Wealth Management Job title: Senior Internal Auditor – Wealth Management Who we’re looking for The Wealth Management (WM) internal audit team, which comprises of a Head of Internal Audit, three Audit Managers and an...

  • Wealth Manager

    2 weeks ago


    United Kingdom Barclays Full time

    Wealth Manager Reading This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. As a Barclays Wealth Manager, you’ll join a team of...

  • Project Manager

    3 weeks ago


    United Kingdom ea Change Full time

    Are you a Graduate looking to take the first steps into your professional career? We’re looking for a bright, hard-working individual to become a Project Manager and join our team here at ea Change. We’re offering you the opportunity to gain invaluable experience in a Business Change environment, enabling you to learn, develop and enhance new skills...


  • United Kingdom Titan Wealth Holdings Limited Full time

    About Us The Titan Wealth Group is a wealth and asset management business bringing high quality execution and administration to the sector through leverage of the Group’s resources and technology. We meet universal wealth and asset management needs by supporting our own as well as client IFAs and DFMs with innovative, quality and integrated solutions...

  • Finance Manager

    23 hours ago


    United Kingdom CINQ FINANCE Full time

    Finance Manager - Fully Remote Our client, a high growth AI start up are looking for a skilled Finance Manager who will report directly to the CFO and manage a dedicated team of 3-5 finance assistants and accountants. Ensuring the accuracy and integrity of our financial processes across both our UK and US operations. MUST HAVE experience in US reporting...

  • Finance Manager

    5 days ago


    United Kingdom CINQ FINANCE Full time

    Finance Manager - Fully Remote Our client, a high growth AI start up are looking for a skilled Finance Manager who will report directly to the CFO and manage a dedicated team of 3-5 finance assistants and accountants. Ensuring the accuracy and integrity of our financial processes across both our UK and US operations. MUST HAVE experience in US reporting...

  • Finance Manager

    12 hours ago


    United Kingdom CINQ FINANCE Full time

    Finance Manager - Fully RemoteOur client, a high growth AI start up are looking for a skilled Finance Manager who will report directly to the CFO and manage a dedicated team of 3-5 finance assistants and accountants. Ensuring the accuracy and integrity of our financial processes across both our UK and US operations. MUST HAVE experience in US reporting and...

  • Finance Manager

    11 hours ago


    United Kingdom CINQ FINANCE Full time

    Finance Manager - Fully Remote Our client, a high growth AI start up are looking for a skilled Finance Manager who will report directly to the CFO and manage a dedicated team of 3-5 finance assistants and accountants. Ensuring the accuracy and integrity of our financial processes across both our UK and US operations. MUST HAVE experience in US reporting...

  • Finance Manager

    2 days ago


    United Kingdom CINQ FINANCE Full time

    Finance Manager - Fully RemoteOur client, a high growth AI start up are looking for a skilled Finance Manager who will report directly to the CFO and manage a dedicated team of 3-5 finance assistants and accountants. Ensuring the accuracy and integrity of our financial processes across both our UK and US operations. MUST HAVE experience in US reporting and...