Personal Assistant (SJP) (Wealth Management experience only) - London

Personal Assistant (SJP) (Wealth Management experience only) - London

Our client is looking for an experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistance and client servicing to the senior Financial Planner. As Personal Assistant, you will be required to provide full time administrative support to the designated Adviser and the wider office where necessary. You will be required to report to the Practice Manager. This will be an office based role in Mayfair, London.

Responsibilities:

- Preparation of Meeting files – New and Review
- Diary management of allocated Adviser/Advisers
- Appointment making
- General oversight and management of the client experience and servicing for your dedicated Adviser – inclusive of management of client review list
- Professional Client interaction and dealing with client enquiries – phone/email/letter/face to face
- R...