Personal Assistant to Managing Director

1 week ago

Holborn, United Kingdom Enver Wealth Management Full time

We are extremely excited that due to a rapid expansion we are now recruiting for an experienced Personal Assistant to our Director.

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high-net-worth client base.

This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.

**The role**

You will be personal assistant to the Partner, assisting him in all aspects within his role, including:

- Manage the Partner’s very busy and demanding diary efficiently and arranging client appointments and business meetings, preparing letters, presentations and reports
- Liaise with clients and third parties in relation to the Partner’s practice and act as the first point of contact for client administrative queries;
- Scheduling and organising monthly team meetings for EWM
- Maintain accurate and up to date client information
- Ensure office stationery/equipment is of sufficient quality, quantity and up to date;
- Make travel bookings and travel arrangements as required for the Partner;
- Support the Partner to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards;
- Provide ad hoc support to the management team, and the wider department.
- Liaise with Head Office & admin centres as directed

**Knowledge and experience**:

- Previous experience in a PA/office support role, ideally in financial services or IFA practice;
- Knowledge of relevant FCA regulation (desirable);
- Experience of setting up and maintaining systems, processes and procedures;
- Experience of client management systems such as Salesforce (desirable).
- Experience of managing a busy and demanding diary is essential

**Skills and behaviours**:

- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Excellent organisation skills;
- Strong attention to detail;
- Manages time effectively with the ability to multi-task
- Works well under pressure and thrives in a fast-paced environment
- Demonstrates a professional, proactive and positive attitude;
- Works well on own tasks as well as on shared goals as part of a team;
- Open to change with a creative approach to problem solving

**Job Types**: Full-time, Permanent

**Salary**: £27,000.00-£30,000.00 per year

**Benefits**:

- Company pension

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Yearly bonus

Ability to commute/relocate:

- Holborn: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Do you have experience in managing a very busy and demanding diary?

Work Location: One location

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