Personal Assistant to Managing Director

Overview

Personal Assistant/Executive Assistant to MD/Financial Adviser

Horsham offices - with lots of flexible hours and days

A key client of mine are a boutique wealth management firm. The company has been operating for many years and has built an outstanding reputation providing holistic financial advice to local families, SME owners, retirees and some City professionals. They give advice on pensions, investments, tax planning, IHT planning, protections and lots of inter-generational wealth planning. Their clients hold anything between £300k - £1m+ of investable assets and they pride themselves on offering the highest quality service and generate new business purely through recommendation and referral.

• Diary management, appointment booking, liaising with clients, office suppliers, stakeholders.
• Organising networking events as the business is heavily involved in the local community.
• Provide ad hoc support to one of the other executives within the business during busy periods.

• Experienced PA or EA who has worked within financial services (as opposed to other industries).
• No specialist or technical financial knowledge required for the role, but an understanding of common finance related parlance and product knowledge (e.g., pensions, investments, basic retirement planning products) will be highly beneficial.

But you must be organized, approachable and have excellent communication skills to thrive in this role.

The role will suit an experienced PA or EA who has worked within financial services companies as opposed to other industries. No specialist or technical financial knowledge is required for the role, but an understanding of common finance related parlance and product knowledge will be highly beneficial such as pensions, investments, basic retirement planning products etc.

Would this be of interest at all? get in touch with Peter at Financial Divisions