Overview:

Ideal entry-point into Wealth and Investment management for an ambitious and highly motivated individual to provide high-quality support across client servicing, adviser servicing and sales support activities, while also acting as a key day-to-day support resource to the Head of Advisor Solutions.

The role combines responsibility for managing client and adviser-related administration, coordination and communication with broader executive support duties. This includes helping to manage the Head of Adviser Solutions’ diary, coordinating meetings and follow-ups, handling correspondence, assisting with presentations and reporting and ensuring the smooth day-to-day running of adviser solutions activity.

The role requires a highly organised, proactive and professional individual who is comfortable working in a fast-paced environment, managing multiple priorities and dealing confidentially with internal and external stakeholders.

About the Company:

With over £24 billion in assets under management (AUM), a team of c.370 professionals across 5 global offices, W1M specialises in working with high-net-worth and ultra-high-net-worth individuals and families, charities, and institutions. Beyond our direct client relationships, we also maintain a longstanding partnership with Independent Financial Advisers, providing access to our market-leading investment solutions.

We are continuing to expand with ambitious plans to double our AUM in the next 4 years based on the foundation of the quality of advice and services we provide to our clients, alongside peer-leading investment performance.

Internally we are a highly collaborative organisation free from the politics and bureaucracy of larger firms that gives everyone the opportunity to make a real difference and enhance the way we work.

Key Accountabilities:

Executive Support to the Head of Adviser Solutions

• Provide direct day-to-day support to the Head of Adviser Solutions
• Manage diary scheduling, meeting coordination and logistical arrangements, including internal and external meetings
• Organise calls, appointments, travel arrangements and meeting preparation as required
• Assist with inbox and correspondence management, ensuring queries and requests are prioritised appropriately
• Prepare meeting packs, presentations, reports and briefing materials
• Track actions and follow-ups arising from meetings and ensure timely completion
• Support the smooth running of the Head of Adviser Solutions’ day-to-day activities through effective organisation, prioritisation and administration
• Act as a professional point of contact for internal and external stakeholders engaging with the Head of Adviser Solutions

Client Servicing Tasks

• Client onboarding - handle the distribution and oversee completion of new client paperwork, liaising with Client Life-Cycling as required
• Carry out full client onboarding procedures, including interacting directly with the client and/or intermediary where appropriate
• Update client data as necessary in DSA as client circumstances change, both from client-provided information and from requests made to clients for updated information
• Scan documents and maintain filing systems, including archiving
• Assist with the preparation and coordination of client documentation, reporting and communications

Adviser and Sales Support

• Provide a high level of office-based service and support to the Adviser Solutions team and existing and prospective intermediary relationships
• Deal with external communications and detailed reporting packages for intermediaries and clients, including valuations
• Work alongside the Adviser Solutions team in responding to intermediary requests and queries
• Prepare and complete presentations, proposals and supporting materials for intermediaries

Project Management

• Be involved in ad hoc projects as required
• Provide administrative and coordination support for team initiatives, business development activity and operational improvements
• Assist with projects and deliverables led by the Head of Adviser Solutions or Head of Adviser Services

Other

• On occasion, support the wider team, including but not limited to Adviser Services and MPS Administration
• Undertake other duties as directed by the line manager or the Head of Adviser Solutions

Background/Experience and Competencies Required:

• Graduate calibre individual who is financially literate with solid business acumen
• Experience and / or education in areas affiliated to sales / marketing and business administration
• Proficient user of full Office suite
• Excellent communicator, both written and verbal, with ability to be persuasive, diplomatic and present in a highly professional manner
• Highly organised and methodical with excellent attention to detail
• Able to manage multiple projects simultaneously and respond well to pressure
• Strong team player who is able to work well with a wide range of people
• Pro-active with ability to take the initiative

Equal Opportunity Statement

W1M is an equal opportunities employer and in accordance with the rules regarding discrimination in the Equality Act 2010, we welcome applications from all suitably qualified persons.