Project Manager Business Support - Financial - £45000

Project Manager - West End, London

Ref: 164Friday 5 August 2022

Wise May are looking for a Project Manager to join a large Financial Advisory business based in central London.

The successful candidate needs to be super efficient and helpful in order to assist every part of this small team.


QA Reviews Project Management:  

  • Manage QA reviews invoicing (reviewer and reviewed firm) and issue grading letters to reviewed firms  
  • Support International Assurance Committee, coordinate meetings, update agendas and documents, including the expense processing  
  • Audit Trainings Project Management
  • Coordination of meeting dates and agendas



  • Format and prepare new member firm’s agreements
  • Prepare and send welcome letters and associated information/documentation for newly joining member firms  
  • Collect and update Charging Rates Surveys 
  •  Management of Forum of Firms
  • Virtual trainings: prepare invitations, communication with member firms, set up platforms for virtual trainings, oversee online trainings from the back end, prepare and share feedback forms  
  • Conference planning administration including coordination of shipments of materials and merchandise, and preparation of post-conference feedback
  • Maintaining stationery, office supplies and office standards  
  • General EO assistance including but not limited to organisation of VC/calls and meetings, booking cabs, restaurants, taking EO calls, arranging archiving and retrieval of documents when necessary, collection and distribution of correspondence received at office location, point of contact for mailing house.  


The ideal candidate  

  • Minimum of 3 years relevant work experience  
  • Highly organised with careful attention to details  
  • Excellent time and project management skills  
  • Confident communicator with strong relationship building skills  
  • Experience of working in a globally reaching environment  
  • Willing to travel to international conference locations 


Office working hours are : 09:30 - 17:30 (slight flexibility needed if speaking with international parts of the business)