Team PA, Wealth Management - City (hybrid) Apply now
Team PA, Wealth Management - City (hybrid)

Team PA, Wealth Management - City (hybrid)

London Full-Time 45000 - 49000 £ / year (est.)
Apply now
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At a Glance

  • Tasks: Support a dynamic team by managing diaries, coordinating meetings, and handling client hospitality.
  • Company: Join a leading global financial services firm known for its professional environment.
  • Benefits: Enjoy a competitive salary, bonuses, and hybrid working options.
  • Why this job: Be part of a supportive team in a fast-paced, client-focused atmosphere.
  • Qualifications: Must have solid PA experience in financial services and strong MS Office skills.
  • Other info: Flexible working arrangements with a mix of in-office and remote work.

The predicted salary is between 45000 - 49000 £ per year.

Job Description Team PA, Wealth Management – City (hybrid) £45,000 – £49,000 + bonus + benefits Are you a friendly and proactive Team Assistant with several years’ PA experience in financial services? Do you enjoy the buzz of working in a professional, fast-paced and client facing environment? Are you a good communicator, who takes pride in supporting a small successful team of professionals? Our client is a leader in global financial services; they are looking for an enthusiastic PA to become part of their admin team. You’ll work closely with other PAs in an environment where everyone supports each other. (3/2 working, sometime 4/1) What you’ll be doing day-to-day: Managing busy diaries Liaising with clients and coordinating meetings Organising client hospitality Travel arrangements Handling invoices and expenses CRM tasks, Desk admin The skills you need to bring: Solid Team Assistant (PA) experience, from Financial Services sector Ability to stay calm under pressure Team player and a sense of humour Positive self-starter Ability to maintain high level of confidentiality Strong MS Office skills

Team PA, Wealth Management - City (hybrid) employer: Aldrich & Co

Our company is an exceptional employer, offering a dynamic and supportive work culture that thrives on collaboration and teamwork. With a focus on employee growth, we provide ample opportunities for professional development in the fast-paced world of financial services. Located in the heart of the City, our hybrid working model allows for flexibility while ensuring you are part of a vibrant team dedicated to excellence.
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Contact Detail:

Aldrich & Co Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Team PA, Wealth Management - City (hybrid)

✨Tip Number 1

Make sure to highlight your experience in financial services during networking events or conversations. This industry-specific background is crucial for the Team PA role, and showcasing it can help you stand out.

✨Tip Number 2

Connect with current or former employees of the company on LinkedIn. They can provide valuable insights into the company culture and the specific expectations for the Team PA position.

✨Tip Number 3

Prepare to discuss how you've successfully managed busy schedules and client interactions in previous roles. Real-life examples will demonstrate your ability to thrive in a fast-paced environment.

✨Tip Number 4

Familiarize yourself with the latest tools and software used in financial services for managing diaries and CRM tasks. Being knowledgeable about these can give you an edge during interviews.

We think you need these skills to ace Team PA, Wealth Management - City (hybrid)

Team Assistant Experience
Financial Services Knowledge
Diary Management
Client Liaison
Meeting Coordination
Hospitality Organization
Travel Arrangement Skills
Invoice Handling
Expense Management
CRM Proficiency
Desk Administration
Ability to Work Under Pressure
Team Player
Positive Attitude
Confidentiality Maintenance
Strong MS Office Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience as a Team Assistant in the financial services sector. Emphasize your skills in managing busy diaries, client liaison, and any specific software you are proficient in, especially MS Office.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your proactive approach and ability to work in a fast-paced environment. Use specific examples from your past experiences that demonstrate your skills and how they align with the job requirements.

Highlight Soft Skills: Since the role requires strong communication and teamwork, make sure to highlight your soft skills in both your CV and cover letter. Discuss how you maintain a positive attitude under pressure and your ability to support a team effectively.

Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no typos or grammatical errors. A polished application reflects your attention to detail, which is crucial for a PA role.

How to prepare for a job interview at Aldrich & Co

✨Show Your Proactive Nature

During the interview, highlight specific examples of how you've taken initiative in your previous roles. This could include managing complex schedules or improving team processes. Demonstrating your proactive attitude will resonate well with the fast-paced environment they are looking for.

✨Emphasize Teamwork and Communication Skills

Since the role involves supporting a small team, be prepared to discuss how you effectively communicate and collaborate with others. Share anecdotes that showcase your ability to work as part of a team and how you handle client interactions.

✨Demonstrate Your Organizational Skills

Given the responsibilities of managing busy diaries and coordinating meetings, it's crucial to convey your organizational abilities. Discuss tools or methods you use to stay organized and how you've successfully managed multiple tasks simultaneously in past positions.

✨Prepare for Scenario-Based Questions

Expect questions that assess how you would handle specific situations, such as dealing with last-minute changes or managing conflicting priorities. Practice your responses to these scenarios to show that you can remain calm under pressure and think on your feet.

Team PA, Wealth Management - City (hybrid)
Aldrich & Co Apply now
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  • Team PA, Wealth Management - City (hybrid)

    London
    Full-Time
    45000 - 49000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-06

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    Aldrich & Co

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