Careers with Wellesley Wealth Advisory

We’re always looking for new talent, if you would like to start a career at Wellesley Wealth Advisory please submit your CV today.

If you are in an advisory environment already and are looking for a new challenge, we would love to hear from you.
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Current Vacancies

We’re always on the lookout for client-centric focused Financial Advisers.

  • Are you a financial adviser looking for the next step in your career?
  • Are you Dip level 4 qualified? Are you Chartered or looking at becoming Chartered soon?
  • Do you need office support in order to really grow your offering?
  • Salary – Competitive.

What do I need to do now?

If you wish to take your career to the next level, working for a successful financial services practice, then please get in touch today!

Apply Today

Personal Assistant to Managing Director

We’re looking for an experienced Personal Assistant to support the Managing Director of a successful Financial Advisers Practice. This is a fantastic opportunity for someone to work closely alongside the Managing Director, who splits their time between managing a variety of businesses and providing financial advice. It also offers the successful candidate the opportunity to effectively write their own job description.

You must have experience in a similar role and be able to demonstrate excellent organisational and administrative skills, including a good working knowledge of all Microsoft packages. Professionalism and confidentiality are key, as is the ability to think ahead and forward plan. You should also be motivated by working in a people-centric business where developing and maintaining professional relationships with colleagues and clients is essential.

The position would ideally suit a dynamic individual who has experience working within a Financial Adviser practice, as there will be a requirement to deal with a variety of tasks, necessitating a good level of financial services acumen. Alongside this we’re looking for someone who is numerate, works well under pressure, can handle a challenging workload, is adaptable and enjoys working in a fast-paced environment.

What will I be doing in the role?

  • Manage incoming calls and emails for the Managing Director.
  • Make appointments for existing clients, annual reviews and other meetings as required.
  • Prepare recommendations/reports that account for clients’ circumstances and needs.
  • Implement actions, such as changing existing investment holdings, as directed.
  • Providing client support required via phone, email or post.
  • Taking minutes in short-hand.
  • Assist in maintaining and organising the Managing Directors diary.
  • Set up client files and filing.
  • Produce client specific illustrations.
  • Update client holdings, valuations, obtain share values, use analytics.
  • Analyse and interpret financial and other data and produce relevant reports.
  • Maintain detailed and accurate records.
  • Communicate and provide information by relevant methods internally and externally to assist and enable operations. As directed by the Managing Director.
  • Interpret instructions and issues arising and then implement actions according to administrative policies and procedures.
  • Adhere to stated policies and procedures relating to quality management.
  • Greet clients who visit the office.
  • Any other tasks as required as part of a varied role reporting to the Managing Director.

What do we look for in this role?

  • Someone who is passionate about Financial Advice.
  • A person who is dynamic, positive, outgoing, professional and confidential in undertaking all aspects of their role.
  • Candidates must be articulate, numerate, well presented and used to dealing with people at all levels.
  • Someone that is comfortable dealing with a wide variety of tasks, often relating to different businesses to tight deadlines.
  • A team player, who is comfortable working with the senior management team, but also working with a minimum level of supervision.
  • Short-hand minute taking desirable.

What are the benefits?

In addition to a competitive salary, you will benefit from a significant focus on your own personal development, with the right candidate being provided with the opportunity to have a significant input into how their role develops. In conjunction with this we offer:

  • A competitive Salary
  • A modern, comfortable working environment with kitchen and gym facilities
  • 28 days holiday (including bank holidays), rising to 31 after 5 year’s service
  • Pension scheme
  • Private Medical insurance

What do I need to do now?

If you wish to take your career to the next level, working for a successful financial services practice, then please get in touch today!

Apply Today

Goodwood Hotel - 31/01/2019
Investment & Inheritance Tax Planning Seminar

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