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£40/50k ( pro rata part or full-time options available ) with great benefits package
Excellent opportunity for an experience PA/Executive Assistant to join an established wealth management firm based in the Esher/Kingston area. Established several decades ago, the team specialise in providing a top service to local families, small business owners , retirees, and city professionals with holistic financial advice with investable assets up to £10m and the business being heavily involved in the local community, hosting networking events. The Advisers gain new business through recommendations/referrals and specialise in pensions, investments, tax planning IHT planning, protection, and intergenerational wealth planning
Opportunity Highlights
** New opening suitable for an experienced Executive/Personal Assistant to support, work closely, guide and manage the CEO’s daily diary.
** Will suit an experienced EA/PA with financial services background and an understanding of pensions, investments, and basic financial planning products
** Enjoy diary management , booking appointments, liaising with Clients and stakeholders, organising office supplies, some website management, and social media involvement
** This opportunity will offer full and part time options with the opportunity to support other senior members in the team
** Strong organisational and communication skills are paramount, and an approachable personality is key.
** Benefits include Life Cover, Death in Service, PMI and free Car Parking
To discuss this role in more detail, please contact Camilla Howden at Financial Divisions.
