Executive Assistant

Description:

Are 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 market advice 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 obtaining their 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 Q4 of 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 years by 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 and giving 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.