The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.

Apprentice - Team Assistant

Edinburgh

ABOUT JAMES HAMBRO & PARTNERS

James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts. The Hambro name has been closely associated with the investment world for more than 200 years. The founding of James Hambro & Partners (JH&P) in 2010 marked its return to an independently owned partnership. Led by Chairman James Hambro, we created a modern business founded on traditional values and the guiding principles of trust, integrity and service. In 2012, responding to the opportunities and challenges of RDR, we merged with Calkin Pattinson, a well-established and like-minded family-run financial advisory company, now renamed James Hambro & Company. We believe that the merged James Hambro businesses form a compelling offering, bringing together expert portfolio management and financial planning within a single focused enterprise. We look after the needs of individual private clients and their families, financial advisers, trusts, charities and not-for-profit organisations. Our business has been built on personal service, clear communication and strong investment performance. James Hambro & Partners currently has over £6 billion of assets under management. Our head office is in Pall Mall, London. We opened an office in Leeds in January 2020, an office in Edinburgh in February 2021 and an office in Bristol in May 2023.

ROLE:

Apprentice - Team Assistant

LOCATION:

Edinburgh

RESPONSIBILITIES - TEAM ASSISTANT

  • Administrative Support
    • Supporting the team in all administrative tasks, including managing incoming and outgoing correspondence, as well as creating, editing and formatting documents, reports and presentations.
  • Meetings & Diary management
    • Manage and organisation of team calendars, scheduling appointment and organising meetings, ensuring appropriate facilities and refreshments. Also, support as required with location arrangement, agendas, minutes and follow-up actions.
  • Reception & Communication
    • Provide Reception duties and act as the first point of contact for internal and external enquiries, and fielding queries as appropriate.  Monitoring emails, escalating queries, and responding in a timely manner.
  • Events
    • Organise and co-ordinate team events, get-togethers, and lunches, ensuring that catering and all other requirements are in place.
  • Travel & Expenses
    • Organisation and arrangement of team travel including hotel bookings, flights, trains, taxis, restaurant reservations.   Preparation of detailed travel and meeting itineraries which may include biographies, website research and meeting notes where relevant.

RESPONSIBILITIES - TEAM ASSISTANT

  • Health & Safety
    • Assisting first aiders and fire wardens to ensure that H&S requirements in place in accordance with company policy and H&S legislation.
  • Office Supplies
    • Maintain office supplies and stationery, and ensuring the office is well organised and fully stocked.  Also responsible for managing office related costs and records, processing invoices to finance, whilst building and maintaining supplier relationships.

KNOWLEDGE & EXPERIENCE

  • Microsoft Office (Excel, Word, PowerPoint)
  • Good level of literacy and numeracy

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