Market Harborough, UK

About The Opportunity

Our client is one of the largest privately owned wealth management organisations in the UK. You can expect to be working in a welcoming, friendly and hard-working team that firmly believes in rewarding hard work. The sole focus is on empowering individuals and businesses to achieve their personal and financial goals through tailored solutions. The Business models it’s ethos on understanding the unique needs of successful clients from diverse backgrounds, and leveraging expertise in investment planning, tax optimization, and wealth structuring to help them thrive.


  • You will be the Managing Directors right hand person, someone who they can trust and be responsible for coordinating and overseeing their busy schedule. This will include booking in meetings, preparing briefing materials and liaising directly with clients.
  • Building and nurturing strong relationships will be a key part of the role. You will be expected to address inquiries, resolve issues that arise and identify opportunities.
  • Event planning is another area where your exceptional organizations skills and attention to detail will shine. As the central point of contact, you’ll work closely with the company’s financial advisors, third-party providers and other stakeholders to ensure seamless, efficient operations.
  • This will include new client onboarding and ongoing account management.
  • Ultimately, you’ll anticipate Managing Director’s needs, proactively manage their workload.
  • Relationship building is very important and having a good relationship with the Managing Director is just as important to succeed in this role.
  • Your professionalism and stakeholder management expertise will be instrumental.

About You

Proven Industry Experience Your background in wealth management or professional services will be instrumental, as you hit the ground running. Familiarity with the SJP brand and processes would be an additional advantage.
Meticulous and Organized You take great pride in the quality of your work, consistently delivering an exceptional level of client service. Your keen eye for detail and structured approach allow you to effectively juggle multiple priorities in a fast-paced, deadline-driven environment.
Prioritization and Multitasking Expertise You possess the ability to shift between diverse tasks and projects, maintaining composure under pressure. Your skill at prioritizing and managing your workload ensures that nothing falls through the cracks.
Professionalism and Discretion Confidentiality and discretion are paramount in this role. You have a commitment to maintaining the highest ethical standards and protecting sensitive information.
Adaptability and Versatility No assignment is too big or too small. Whether handling prestigious projects or fulfilling minor requests, you approach every task with the same level of dedication and enthusiasm.
Exceptional Communication Your impeccable telephone manner and ability to convey both professionalism and warmth put clients at ease. You're a skilled written and verbal communicator, tailoring your style to each audience.
Polished Presence You are an example of a top professional, maintaining a poised, polished appearance and demeanour at all times.
Networker You're skilled at accessing your internal network of colleagues and resources to ensure the seamless, timely execution of tasks and initiatives.


Salary up to £40,000

Extra Information

This is an office based role, however for the right candidate a hybrid opportunity can be discussed.