Job Description
My client is a very well-established Wealth Management company based in Staffordshire, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has experience within financial services, to provide Executive PA support to the Financial Advisers along with client administration. Experience in Financial Services is not essential but preferred, with enthusiasm and commitment in delivering a first-class service being paramount.
The Role:
Adviser Support
Manage advisers' calendars, email inboxes, and scheduling priorities.
Track key tasks, follow-ups, and deadlines to ensure advisers stay on top of client and regulatory requirements.
Assist with preparing presentations, meeting preparation packs and internal meeting notes.
Maintain client records and ensure documents are updated on Salesforce and other relevant systems.
Process adviser expenses, invoices, and reimbursement forms.
Coordinate travel arrangements and logistics as needed.
Client Support & Coordination
Serve as the primary administrative point of contact for clients, ensuring a smooth, professional, and timely experience.
Schedule and coordinate client meetings (in-person and virtual) on behalf of advisers.
Prepare client-facing materials, reports, and meeting packs.
Carry out post meeting administrative tasks, including client meeting review letters.
Support new client onboarding processes, including documentation collection and system setup.
Handle routine client inquiries with excellent service and appropriate discretion.
Compliance and Process Management
Ensure all client documentation meets compliance and data protection requirements.
Assist advisers with regulatory submissions, reminders, and record keeping.
Identify opportunities to streamline workflows and improve administrative processes.
Support internal audits and compliance checks where needed.
Handle documentation, including filing, scanning, archiving, and ensuring compliance with regulatory standards.
Skills and Experience
Experience as an Executive Assistant, Administrative Assistant, or Client Service Administrator-preferably within the wealth management or financial services sector is desirable.
Strong organisational and multitasking abilities with a high attention to detail.
Excellent written and verbal communication skills.
Ability to handle confidential financial and personal information with discretion.
Proficiency in Microsoft 365 (Outlook, Teams, Excel, Word, PowerPoint).
Salesforce experience is advantageous.
Ability to work both independently and collaboratively in a fast-paced setting.
Client-centric approach with strong interpersonal skills and a polished, professional demeanor.
Salary is dependent on experiece
