The Wealth Planning Assistant will work proactively and resourcefully, providing support to the Wealth Planning Team.
The role holder will provide support to members of the Wealth Planning team, diary management and travel arrangements, as well as administrative support.
Following a promotion of the existing assistant to a paraplanning position, they are now hiring a Financial Planning Assistant to provide close administrative support to two of their highest performing advisors.
They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning.
Our client is a professional city based Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region.
Are you an immediately available Personal Assistant who is highly organised, self-driven and detail-oriented?
We have a really interesting PA role for 2 months to provide interim support to a UK Global Client Partner, Client Partner and Head of Account Management for a Marketing Communications Agency.
The role requires full PA support and a background in a creative agency would most certainly be advantageous.