PA to MDs, Wealth Management (City, every day in office) (City of London)
PA to MDs, Wealth Management (City, every day in office) (City of London)

PA to MDs, Wealth Management (City, every day in office) (City of London)

London Full-Time 48000 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support two MDs with diary management, meeting organisation, and travel arrangements.
  • Company: Join a leading wealth management firm in the heart of London.
  • Benefits: Enjoy a competitive salary, bonuses, and a flexible work-from-home option after six months.
  • Why this job: Be part of a dynamic team, enhancing your skills in a fast-paced environment.
  • Qualifications: Must have experience supporting MDs in wealth management and strong organisational skills.
  • Other info: This role offers a vibrant office culture and opportunities for professional growth.

The predicted salary is between 48000 - 72000 £ per year.

Are you a PA/EA with energy, passion and an enquiring business mind? Can you read people and situations and react accordingly? Can you engage confidently with people at all levels? Are you driven by commitment and desire to be an integral part of a seamlessly run business?

Our client is looking for an outstanding individual to support 2 MDs.

What you’ll be doing day-to-day:

  • Extensive diary and inbox management, frequently handling schedule conflicts and forward planning to anticipate ever-changing agendas!
  • Extensive meeting organisation, coordinating conference calls as well as client hospitality
  • Global travel arrangements, preparing detailed itineraries, expenses
  • Committee/Board support
  • Building and maintaining effective working relationships with a variety of internal and external stakeholders
  • Preparing/amending various reports and presentations
  • After 6 months, role will go 4 days in office, 1 WFH day

The skills you need to bring:

  • Solid CV! Must have worked at MD level upwards, on a 1:1/1:2 basis within wealth management
  • Ability to work under pressure in a high-achieving environment
  • Very strong relationship building skills
  • Commitment to confidentiality and discretion
  • Exemplary organisational and interpersonal skills
  • Multi-tasking is essential!
  • Resilient team player with a good sense of humour

PA to MDs, Wealth Management (City, every day in office) (City of London) employer: Aldrich & Co

As a leading firm in wealth management located in the heart of the City of London, we pride ourselves on fostering a dynamic and inclusive work culture that values energy, passion, and professional growth. Our employees enjoy competitive salaries, generous bonuses, and a comprehensive benefits package, alongside opportunities for career advancement and skill development. With a commitment to maintaining a supportive environment, we encourage collaboration and innovation, making us an exceptional employer for those looking to thrive in a fast-paced, rewarding role.
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Contact Detail:

Aldrich & Co Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land PA to MDs, Wealth Management (City, every day in office) (City of London)

✨Tip Number 1

Familiarise yourself with the wealth management industry. Understanding current trends, key players, and market dynamics will help you engage confidently with the MDs and demonstrate your genuine interest in the role.

✨Tip Number 2

Network with professionals in the wealth management sector. Attend industry events or connect with people on LinkedIn to gain insights and potentially get referrals that could strengthen your application.

✨Tip Number 3

Prepare to discuss your experience managing complex diaries and schedules. Be ready to share specific examples of how you've successfully navigated scheduling conflicts and maintained organisation under pressure.

✨Tip Number 4

Showcase your relationship-building skills during any interactions. Whether it's through casual conversations or formal interviews, highlight how you've effectively collaborated with various stakeholders in previous roles.

We think you need these skills to ace PA to MDs, Wealth Management (City, every day in office) (City of London)

Diary Management
Schedule Coordination
Meeting Organisation
Travel Arrangement
Report Preparation
Presentation Skills
Relationship Building
Confidentiality and Discretion
Organisational Skills
Interpersonal Skills
Multi-tasking
Resilience
Team Player
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience working at MD level or above, particularly in wealth management. Emphasise your organisational skills and ability to manage multiple tasks effectively.

Craft a Compelling Cover Letter: In your cover letter, express your passion for the role and how your skills align with the job requirements. Mention specific experiences that demonstrate your ability to handle diary management, meeting organisation, and relationship building.

Showcase Your Interpersonal Skills: During the application process, highlight your strong relationship-building skills. Provide examples of how you've successfully engaged with stakeholders at various levels in previous roles.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.

How to prepare for a job interview at Aldrich & Co

✨Showcase Your Organisational Skills

As a PA to MDs, your organisational skills are paramount. Be prepared to discuss specific examples of how you've managed complex schedules and handled conflicting priorities in the past.

✨Demonstrate Relationship Building

This role requires strong relationship-building skills. Think of instances where you've successfully engaged with various stakeholders and how you maintained those relationships over time.

✨Prepare for Scenario Questions

Expect questions that assess your ability to handle pressure and multi-tasking. Prepare scenarios where you had to think on your feet or adapt quickly to changing situations.

✨Exude Confidence and Professionalism

You’ll be interacting with high-level executives, so it's crucial to present yourself confidently. Practice your body language and tone to ensure you come across as professional and approachable.

PA to MDs, Wealth Management (City, every day in office) (City of London)
Aldrich & Co
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  • PA to MDs, Wealth Management (City, every day in office) (City of London)

    London
    Full-Time
    48000 - 72000 £ / year (est.)

    Application deadline: 2027-06-17

  • A

    Aldrich & Co

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