1095015 Published: 7 January 2020
Job Type
£25,000 - £28,000 + bonus + benefits
West End
Consultant Name
Eva Joseph
Contact Number


Our client is a boutique Wealth Management company, entering an exciting phase of growth and development.  They are looking for a confident Administrator with a keen interest in Financial Services to support the Family Office department with relationship management and business development. The environment is professional and inclusive and good work is both recognised and rewarded. Promising career prospects!  Your role will include:

  • Screening all calls and dealing with enquiries where possible
  • Acting as ambassador and first point of contact for the department
  • Liaising with clients and contacts – meeting and greeting
  • Organising client entertainment and networking events and attending as required
  • Booking meetings and restaurants
  • Maintenance of client folders
  • Client project work as required
  • Keeping up to date with industry news and reviews
  • Working with the team with ideas to develop and grow the department.
  • Responsible for office supplies


  • Previous experience in a PA or supporting role
  • Strong education
  • Well-presented and articulate
  • Interest and/or experience in Financial Services
  • Excellent sense of customer service
  • Proactive and able to work independently
  • Team player
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