PA in Wealth Management

London (Central), London (Greater)
Up to £40,000 + Great benefits
21 Sep 2016
19 Oct 2016
Job Title
Industry Sector
Banking / Finance
Contract Type
Full Time

My client is a highly respected investment and wealth management house based in the heart of Mayfair. They are currently looking to recruit a PA who can support a very busy team, keeping them organised, efficient, taking care of all their secretarial needs and liaising extensively with clients and outside sources.


  • Preparation of reporting packages, updating templates and producing PowerPoint documents
  • Prioritise, handle and respond to general correspondence (post, emails, telephone calls)
  • Diary management – organising internal and external meetings, lunches and dinners
  • Some Receptioncover
  • Organise UK and overseas travel, both business and personal
  • Manage and maintain filing system including archiving
  • Inputting and updating databases
  • Completion of expense forms on a monthly basis
  • Deal with client/trust requests
  • Compliance and verification requirements for portfolios
  • Responsible for valuation runs and taxation reports (setting up and sending out letters)


  • Able to work with minimal supervision yet still having a strong team ethic
  • Flexible can-do attitude and strong attention to detail
  • Good organisational skills. and able to demonstrate skill in anticipating and responding to shifting priorities
  • Strong communication skills
  • Knowledge of Microsoft 10 / Some database knowledge (Intermediate/Advanced Excel and PowerPoint)
  • Financial/banking background desirable

We regret that we cannot reply to all applications.  If you do not hear from us within 7 working days, please understand that, on this occasion, your CV has not been selected for our client.