EA / Operations

Exciting opportunity to join successful, boutique wealth management firm based in the city in an EA / Operations role. The role will be split between EA duties (15%) and Operations / Team Management (85%) working in support of a hardworking and professional team of 40.

The majority of your role will focus on team support / operations and you will be responsible for managing a team of 5 support staff – overseeing and delegating work, 1-to-1s, appraisals and working together to improve processes. You will work closely with the senior team on companywide projects plus act as the point of contact for some external suppliers, as well as overseeing monthly / quarterly reporting for clients. You will provide light EA support to the CEO and COO by liaising with HNW / UHWN clients, organising Board meetings and taking minutes.

This role would suit a candidate who has at least 5 years’ experience within wealth management / financial services who has managed a team previously and is confident liaising at all levels across the business – you will be the go-to person for your executives and the team and will be highly trusted by your colleagues.

The role will be fully office-based for probation (6 months) with the option to work from home once a week beyond that.

Up to £60,000 plus discretionary bonus, 25 days’ holiday plus bank holidays and gym in building.