An exciting opportunity has arisen to join our client, a well-established Wealth Management company, as an experienced Administrator / Personal Assistant. This role involves providing high-level operational support to the Managing Director (MD) and the leadership team. The position offers a diverse range of responsibilities, including diary management, travel arrangements, email and client administration, and other key operational tasks. Key Duties and Responsibilities: Deliver professional and proactive support to the MD. Manage diaries, schedule client meetings, book appointments, and organise email and call time. Arrange business travel, including meetings, internal events, and flights. Maintain and update client records and files to ensure excellent service delivery. Use internal systems such as Salesforce, iBusiness, and My Practice to log client information accurately. Prepare for client meetings, including documentation and follow-up actions. Liaise with third parties to process client cases accurately and promptly. Handle calls, take messages, and respond to client queries. Oversee the MD’s email inbox and manage tasks within Salesforce. Produce illustrations and payment forms (e.g., top-ups). Assist with MD’s accounting requirements and liaise with the accountant where needed. Support marketing and event initiatives as required. Provide team support, including assisting other advisers during the MD’s absence. Person Specification: Excellent interpersonal skills with the ability to build rapport quickly, both face-to-face and over the phone. Strong written communication skills. Proficiency in Microsoft Office, including Outlook, Word, PowerPoint, and Excel. Highly organised with exceptional attention to detail.Capable of managing time effectively and multitasking efficiently. Able to remain calm under pressure and manage conflicting demands effectively. Positive, proactive, and adaptable to change. A collaborative team player who can also work independently on tasks. Creative approach to problem-solving. For more information or indeed to apply please send your CV via the "Apply Now" button and one of the team will call you back to discuss your application in greater detail