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| Job Location | Wokingham |
| Education | Not Mentioned |
| Salary | £35,000 - £50,000 per annum, negotiable, inc benef |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
PA/Administrator to Managing Director - Wealth Management Firm - Wokingham - Up to £35k - £50k plus bonusAre you an Personal Assistant with experience working on a 1-2-1 basis with a Financial Adviser or Financial Services Executive. My client are based in Wokingham, I have met them and placed 7 staff within the business in 2022 & 2023. They offer whole of marketadvice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections. They prefer to do holistic financial planning rather than transactional pieces of work. They have built a very good reputation locally and they are on course to obtainingtheir Chartered status as a business.Their clients are a mix of working professionals, wealth accumulators, business executives, retirees and HNW families with very substantial assets to be managed. The highest net worth cases have over £1m to invest. Business is busier than ever moving into Q4of 2023, and my client has 200+ clients in their current setup, and this is growing through referrals and recommendations. They do not do any marketing activity whatsoever due to the excellent reviews they receive.They have enough business and high-quality leads coming into their inboxes that they cannot convert due to how busy they are, so there is very substantial untapped business to be had. They have ambitions to expand the business greatly over the next 2 yearsby doubling their staff count and AUM. They have no intention of joining a larger national firm and be acquired, they wish to remain wholly independent as it is in the best interest of their clients. The business prides itself on using the latest tech andgiving their staff high quality equipment to complete their jobs to the highest quality and in the most efficient manner and they are investing heavily in staff development via the industry exams and on the job training.My client is creating a brand-new role within the business for an established Executive Assistant/Administrator to support the MD. The successful candidate will work on a 1-2-1 basis with the Director who is also an Adviser himself. The role will be assistingwith all his affairs, attending senior management meetings, arranging his diary and making his day to day activities run smoothly. Experience in Financial Services is VITAL and wealth management experience would be ideal. My client can offer a very secureand rewarding role, with an excellent benefits package and bonus structure including pensions, death in service. My client are looking to offer between £35k - £50k basic salary + bonus.If this role sounds of interest or any other roles I am working on please get in touch.