Time Recruitment Candidates

Job Application: Financial Services Personal Assistant/Administrator within Wealth Management Partnership

Financial Services Personal Assistant/Administrator within Wealth Management Partnership

£17,000-£20,000 depending on experience plus benefits

On behalf of an established Wealth Management Partnership (FTSE 100 company) based South of Edinburgh we are recruiting for an Administration Assistant.
  • Support the day-to-day running of small professional practice
  • Assist clients with queries and become a key point of contact
  • Diary and email management and arranging travel
  • Arrange client meetings – preparing meeting rooms etc.
  • Post-meeting activities including updating systems; confirmation letters; identity checks and due diligence
  • Maintain and update client and prospect information and client service questionnaires
  • Maintenance of website and LinkedIn profile
  • Manage facilities, equipment and 3rd party contracts
  • Track compliance, licensing, CPD, regulatory and legislative requirements
  • Sorting and scanning post and ordering stationery
  • Preparing for client meetings including the preparation of meeting packs
  • Provide administrative support to the partner and practice manager e.g. marketing, events, correspondence etc.
  • Experience in a Personal Assistant/Administrative Support role within Financial Services
  • Knowledge of regulations; Pension, Investment Products and other Financial Service areas
  • Experience of setting up and maintaining systems, processes and procedures
  • Good working knowledge of Microsoft Office (Word, Outlook, PowerPoint and Excel)
  • Excellent face-to-face and telephone communication skills with a positive attitude
  • Highly organised, good attention to detail and the ability to multi-task essential
  • Occasional travel to other SJP locations required Work closely, as a member of the Service Excellence Change Team, with colleagues across the Service Excellence Programme.
  • Be a proactive and visible member of the People and Money programme, supporting leaders and project team members.
  • Work with the Communications Team to feed into the development and execution of a communication plan.
  • Work with the Training Team to provide demonstrations and roadshows.
  • Provide support and meaningful information to understand changes and proactively identify opportunities to continuously improve
Please email your CV with covering letter to office@timerecruitment.co.uk

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