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Job Title: Executive Assistant (Wealth Management)
Salary: £30,000 - £36,000
Location: Bath
A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years.
They have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that works within the employee benefits market, there is a strong benefits package on offer which includes flexible working options.
The business is built around having a friendly culture based around working together to achieve the best results. Along with promoting talent internally and offering their employees the best chance of building a career with them.
The Role
This role would involve providing a range of administrative support for 2 of the Regional Directors who manage and oversee the companies Financial Planners. The role will include liaising regularly with the heads of department, organising and managing diaries, travel arrangements and accommodation.
What they offer you:
- Hybrid working
- Private Medical Insurance
- Income Protection
- Full Study Support
- Ability to buy or sell additional holiday
- Various schemes such as Cycle to Work etc
The Required Skills:
- Previous experience working as an EA or PA (preferably for a Senior Manager/Director)
- Proficient using Microsoft office and other systems
- Ability to communicate professionally and clearly whilst maintaining and developing professional relationships
- Excellent organisational skills
If you are interested in hearing more about this position, please get in touch with us at Capio.
"INDSBWEA"
