PA - Wealth Management

Location: London
Employment Type: Permanent
Salary: £24,000 - £26,000

Before you meet us, get to know us

Wilton Group is an independent professional services firm which looks after the affairs of a portfolio of businesses and private clients worldwide. Services offered include taxation, audit, accountancy and outsourcing, company and trust management, and corporate finance. We operate across all industry sectors and our clients range from HNWs, entrepreneurs and owner-managed businesses. The highly experienced team includes qualified chartered accountants, tax planners, chartered secretaries and bankers. Wilton has 90 employees with offices in London, Bristol, Isle of Man, Dubai and Dublin.

Role overview

We are looking for a discreet and trustworthy PA to support the Head of Wealth Management within our London office. The role offers an exciting opportunity to make a real impact in a collaborative and progressive environment.

Our culture

Continual growth and development are central to our business ethos. We encourage ambition and reward success. We are committed to creating an environment which encourages both efficient working practices as well as a friendly and sociable atmosphere.

We have drawn together a highly skilled, experienced and multi-lingual team from diverse backgrounds. We have an equal opportunities policy and welcome applicants for positions from any background.

 

 Key responsibilities

  • Time and calendar management
  • Liaising with staff, clients and suppliers
  • Diary management (organising meetings, appointments )
  • Filling expenses
  • Data management and filling, maintaining company’s procedures
  • Arranging travel
  • Producing documents, meeting packs, reports.
  • In general, looking after the Wealth Management team in London.

What we can offer

  • Private Healthcare Provider
  • Cycle to Work Scheme
  • Season Ticket Loan Scheme
  • Free fruit Tuesdays
  • Attractive Pensions Packet

 

About you

  • At least 2-3 years experience of working in a similar PA position
  • Diary management experience
  • Strong administrative and organisational skills
  • Ability to influence and build relationships with people at all levels
  • Excellent written and verbal communication skills
  • Methodical with a strong attention to detail
  • Experience in document and report creation
  • Expenses and general filing experience

If this role is of interest, please email an up to date CV to HR@wiltongroup.com