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Financial Services



Type of Position: PA to MD - London
Pay: £40k - £50k

PA to MD - London

Our client is looking for an experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistant and client servicing to the Managing Director of a Wealth Management firm.


Key Responsibilities of the Job

·       Ability to manage and prioritise internal and external demands to the Managing Partners

·       Diary management and client servicing to the Managing Partner

·       Ensure the MP is fully prepared for all meetings with all necessary documentation and information

·       Monitor and respond to emails throughout the day; actioning and responding to any client requests in a timely manner and prioritising inbox in accordance with requirements

·       Managing and ensuring client actions are completed using the task system

·       Structuring advice summary emails to the client within 6 months (checked by adviser) and 1 year (with no supervision) and be able to demonstrate understanding of the advice given.

·       Preparing Strategy Documents, LifePlans. Ensure all documents are appropriately personalised, accurate and comply with company standards- by close of business 5 full working days prior to the third meeting.

·       Preparing Voyant reports. Inputting the client’s information in order to create a base plan, create ‘what if’ scenarios and generate reports

·       Business submission CFR

·       Preparing Analytics reports. Locating funds and pre-populating client portfolios, producing fund and performance analysis

·       Diary management - booking existing clients, prospect referrals plus all business-related meetings in.

·       Managing the client review meeting process

·       First point of contact; dealing with incoming telephone calls and emails

·       Proactively managing the LOA process and expediting information retrieval from external pension and investment companies

·       Meeting pack preparation - for existing and potential client meetings and binding these

·       Taking meeting notes of your own plus typing up the Advisers notes

·       Generating and booking in 5 kept meetings per month

·       Planning and managing client events

·       Creating new client records and keeping the information up to date

·       Submitting fund switches and obtaining product valuations

·       Confirming receipt of client’s funds with SJP Admin Centres and informing the client

·       Client servicing actions i.e sending Birthday and Christmas cards

·       Any ad hoc requests the Partner may want you to undertake


Requirements to be successful at the Job

·       Highly motivated, with a great work ethic

·       Excellent communication skills

·       Ability to work under pressure and meet deadlines

·       Committed to delivering first-class client service

·       Extremely organised with the ability to multi-task whilst maintaining strong attention to detail

·       Resilient personality

·       Effective Team player

·       Accountable for own actions

·       Discrete and professional in all communication

·       Strong emotional intelligence

·       Adaptable and flexible

·       Willingness to challenge in a constructive and non-confrontational manner. Example, using influencing behaviours with SJP admin centres and the Company’s’ Business Processing team

·       Self-motivated and willing to work at times in isolation and as part of a wider team



·       Company events

·       Bonus Scheme

·       Company Pension



·       EA/PA: 2 years (required)


If you are interested in applying for this role, then please forward your CV to 

Apply for this job

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