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.

This website is constructed and maintained for investors in the UK.

Accept

Team Assistant – London

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 £7.5 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:
Team Assistant

Location:
London

Reporting to:
Deputy COO

Salary:
Competitive with an excellent benefits package

Summary:
We are looking to recruit an experienced Team Assistant to join our Professional Adviser Services (‘PAS’) Team. This is an excellent opportunity for a motivated individual with a keen interest in a support role within financial services.   The primary focus of the role will be supporting one Portfolio Manager and the PAS team in a wide range of administrative and organisational tasks to ensure the smooth running of the department. You will also work closely with Client Service Managers to provide support on client related administration.   The ideal candidate will have at least one year’s relevant work experience in a similar role and has strong administrative skills and IT skills.

Responsibilities:

  • Administrative Support: Supporting the Portfolio Manager and 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 client, broker and internal meetings.  Also, support as required with location arrangement, agendas, minutes and follow-up actions.
  • Events: Organise and co-ordinate team and broker events, get-togethers, and lunches, ensuring that catering and all other requirements are in place.
  • Client queries: Dealing with client queries, including but not limited to:
    • Suitability admin stages
    • Change requests, Letters, contract note
    • Gifts & Entertainment, and expenses

Knowledge and Experience:

  • One years’ experience of working in a similar role within Financial Services.

Skills and Behaviours:

  • Excellent verbal communication skills.
  • Good written communication skills.
  • Strong MS Office IT Skills.
  • Organised with attention to detail.
  • Discretion and confidentiality.

Apply now