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- Personal Assistant/Executive Assistant to CEO
- Boutique Wealth Management Firm
- Part-time Role (hours & working days are open to discussion)
- £40k - £50k pro-rata basic salary plus attractive benefits package
- Offices near Esher/Kingston (Surrey)
A key client of mine who I have met and placed 4 staff with are a boutique wealth management firm. The company has been operating for over 30 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 - £10m of investable assets and they pride themselves on offering the highest quality service and generate new business purely through recommendation and referral.
The business is busier than ever, and the CEO requires a brand-new Personal Assistant/Executive Assistant on a part-time basis. Th number of days and hours worked is up for discussion. For example, you could work 5 days a week but reduced hours each day or full time 3 or 4 days per week. The role will be to support the CEO with all of his duties, aiding him in prioritising his day and ensuring he is able to discharge his duties in the most timely and efficient manner.
Duties will include diary management, appointment booking, liaising with clients, office suppliers, stakeholders. The business is heavily involved in the local community and hosts networking events so you will be involved in organising these too. You will also be getting involved in some basic website management and social media. You may also provide some ad hoc support to one of the other executives within the business during busy periods. You must be organised, 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. The role would be office based, but your working hours will be determined and set in line with yours and the CEO’s needs. The role would be ideal some a candidate who is perhaps returning to work or looking to step back into a part-time role from full-time.
- £40k - £50k basic salary (pro-rata)
- Working hours to be determined
- Benefits package on offer (Life Cover, Death in Service, PMI)
- Free Car Parking
Would this be of interest at all? get in touch with Peter at Financial Divisions.
