Expires soon Gerald Burns Wealth Management Ltd - Partner Practice Of St. James's Place Wealth Management

PA/ADMINISTRATOR

  • Graduate job
  • London (Greater London)
  • Administration

Job description

Kingsway - Central London

£18,000 per annum

Job type: Permanent, full-time

A highly successful Partner of a FTSE 100 Wealth Management Company, working with High Net Worth individuals is looking to recruit a bright, intelligent and driven individual seeking to kick start their career. Our business style is relaxed but very professional. The service we provide to our clients is of the utmost importance.

We are seeking a likeminded individual to join our team in a busy and demanding role to support our growth plans. The job is PA to the Director of the company, which comprises of many administrative duties. Experience of working in a similar environment would be beneficial but not essential.

Main Responsibilities:

  • Liaising with clients and various stakeholders of the Practice on a daily basis, including product providers
  • New and existing client meeting preparation
  • Appointment making, diary management and client servicing
  • Maintaining client files and databases
  • Maintaining compliant client records and back office systems
  • Managing work pipeline
  • Report and letter writing
  • Business Submission
  • Client Marketing
  • All general administration duties

This is a great opportunity for a dedicated candidate to join a small but growing successful business, and start their career. The role requires someone with diligence and the capability to prove themselves and work hard. Full training will be provided.

This role is to start ASAP, with a starting salary of £18k.

Please supply a CV and cover letter.

Key Competencies required:

Communication skills - written and verbal

Planning and organising skills - ability to work to tight deadlines

Problem solving and decision making skills - Initiative - thinking outside the box

Knowledge of excel and word

Make every future a success.
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