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uhnw administration and operation support
BUCKINGHAM RECRUITMENT
Client Executive Team Lead - Wealth Management
BUCKINGHAM RECRUITMENT
Client Executive Team Lead - Wealth Management BR-1301 Team Lead - Finance Operations - Wealth Management in Mayfair: £50 - 60,000 This is a newly created role to join a prestigious investment management firm whose Mayfair office is made up of around 300 professionals. Your role will combine overseeing and mentoring a small administration / PA / support team as well as assisting investment managers with their UHNW client work (e.g. onboarding clients, KYC, transactions, etc). A background in boutique investment management / private banking / HNW or family office will be essential as well as experience with line management of a team - to include creating workflows, monitoring and reporting. This is an established, professional environment and you will have both internal and external (client) stakeholders - as such communication skills and attention to detail are both paramount. You will have significant experience in client service / investment support as the role will involve working on processes and monitoring Client Executive workloads, reporting in to the Head of Client Services. Great office and team environment, with an inclusive culture. Mayfair location with the opportunity to WFH one day per week after probation. £50-60,000, plus enhanced pension, discretionary bonus and private medical insurance.
Apr 25, 2026
Full time
Client Executive Team Lead - Wealth Management BR-1301 Team Lead - Finance Operations - Wealth Management in Mayfair: £50 - 60,000 This is a newly created role to join a prestigious investment management firm whose Mayfair office is made up of around 300 professionals. Your role will combine overseeing and mentoring a small administration / PA / support team as well as assisting investment managers with their UHNW client work (e.g. onboarding clients, KYC, transactions, etc). A background in boutique investment management / private banking / HNW or family office will be essential as well as experience with line management of a team - to include creating workflows, monitoring and reporting. This is an established, professional environment and you will have both internal and external (client) stakeholders - as such communication skills and attention to detail are both paramount. You will have significant experience in client service / investment support as the role will involve working on processes and monitoring Client Executive workloads, reporting in to the Head of Client Services. Great office and team environment, with an inclusive culture. Mayfair location with the opportunity to WFH one day per week after probation. £50-60,000, plus enhanced pension, discretionary bonus and private medical insurance.
Hays Specialist Recruitment Limited
Private Personal Assistant
Hays Specialist Recruitment Limited Bury St. Edmunds, Suffolk
A prestigious business and UHNWI based in mid-Suffolk are seeking an experienced and highly discreet Private Personal Assistant. This is a pivotal role within a well-established household and estate, requiring a proactive, organised individual with previous experience supporting UHNW principals.The successful candidate will provide comprehensive administrative, organisational, and logistical support, helping to ensure the smooth running of both personal and household operations.Key Responsibilities Managing all administrative needs including incoming correspondence, drafting responses, research, and document preparation. Coordination of internal and external meetings, liaising seamlessly with senior stakeholders. Overseeing a team of household/estate employees, including scheduling, performance reviews, contracts, and training. Ensuring compliance with HR standards, health & safety, and operational policies. Handling extensive and complex travel arrangements, including private aviation, accommodation, transfers, reservations, and coordination with international contacts. Managing a dynamic and fast-changing diary. Managing household bills and invoices across multiple residences and farming operations. Checking and collating financial information for the finance team. Reconciling credit cards for both personal and household expenditure. Planning and executing family events, dinners, social gatherings, and estate related activities such as shoots. Liaising with contractors and agents to manage day-to-day property needs. Obtaining quotes, scheduling maintenance, and coordinating work across estate properties. Assisting the Finance Director with HR administration, maintaining HR systems, and liaising with external HR advisors. What you'll need to succeed Proven experience within a private household supporting UHNW individuals. Exceptionally strong administrative, organisational, and communication skills. Professional, polished written and verbal communication style with the ability to liaise confidently at all levels. Reliable, discreet, and trustworthy, with complete confidentiality at all times. A positive team player who is approachable, well-presented, and respectful. Excellent IT literacy, with fast and accurate typing and the ability to take dictation. Able to work calmly under pressure, adapt to last-minute changes, and maintain a proactive attitude. Comfortable working within clear parameters and following established procedures. What you'll get in return In return, you will be taking on a great and varied opportunity to work in the heart of the business and family. Hybrid working pattern A very competitive salary/package What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Apr 22, 2026
Full time
A prestigious business and UHNWI based in mid-Suffolk are seeking an experienced and highly discreet Private Personal Assistant. This is a pivotal role within a well-established household and estate, requiring a proactive, organised individual with previous experience supporting UHNW principals.The successful candidate will provide comprehensive administrative, organisational, and logistical support, helping to ensure the smooth running of both personal and household operations.Key Responsibilities Managing all administrative needs including incoming correspondence, drafting responses, research, and document preparation. Coordination of internal and external meetings, liaising seamlessly with senior stakeholders. Overseeing a team of household/estate employees, including scheduling, performance reviews, contracts, and training. Ensuring compliance with HR standards, health & safety, and operational policies. Handling extensive and complex travel arrangements, including private aviation, accommodation, transfers, reservations, and coordination with international contacts. Managing a dynamic and fast-changing diary. Managing household bills and invoices across multiple residences and farming operations. Checking and collating financial information for the finance team. Reconciling credit cards for both personal and household expenditure. Planning and executing family events, dinners, social gatherings, and estate related activities such as shoots. Liaising with contractors and agents to manage day-to-day property needs. Obtaining quotes, scheduling maintenance, and coordinating work across estate properties. Assisting the Finance Director with HR administration, maintaining HR systems, and liaising with external HR advisors. What you'll need to succeed Proven experience within a private household supporting UHNW individuals. Exceptionally strong administrative, organisational, and communication skills. Professional, polished written and verbal communication style with the ability to liaise confidently at all levels. Reliable, discreet, and trustworthy, with complete confidentiality at all times. A positive team player who is approachable, well-presented, and respectful. Excellent IT literacy, with fast and accurate typing and the ability to take dictation. Able to work calmly under pressure, adapt to last-minute changes, and maintain a proactive attitude. Comfortable working within clear parameters and following established procedures. What you'll get in return In return, you will be taking on a great and varied opportunity to work in the heart of the business and family. Hybrid working pattern A very competitive salary/package What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

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