An exciting opportunity has arisen for a Team Assistant to join an independent wealth management firm in the heart of the West End. You will be joining a small, tight-knit team, working closely alongside 2 charming and experienced Branch Principals as well as an EA. This is a dynamic Team Assistant role with a strong administrative focus, providing essential support to ensure the smooth running of the business.
Depending on your development in the role, this Team Assistant position offers potential long-term progression opportunities. Over time, you could have the chance to expand into market research & analysis, assist in executing trades, and even pursue industry-recognised CISI exams to further your career in wealth management. This is an excellent opportunity for a Team Assistant eager to develop their expertise in the financial sector while gaining hands-on experience.
We are looking for a well-presented, confident, and professional individual, as you will occasionally be client-facing and representing the firm. The ideal Team Assistant will be ambitious, eager to learn, and career-driven, with a proactive approach and high attention to detail.
Core working hours are 9am – 5.30pm (flexibility required), and benefits include annual discretionary bonus, 25 days holiday + bank holidays, and a pension scheme.