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- Tasks: Provide PA support, manage client onboarding, and handle client administration tasks.
- Company: Join a dynamic financial services firm with a focus on client relationships.
- Benefits: Competitive salary, bonus, hybrid working, and comprehensive benefits.
- Why this job: Be part of a successful team and make a real impact in client services.
- Qualifications: 1-2 years in client administration and strong organisational skills required.
- Other info: Fast-paced environment with opportunities for growth and development.
The predicted salary is between 42000 - 58000 £ per year.
£50,000 + bonus + benefits (Hybrid 3/2)
Are you a client-focused Administrator, with 1-2 years’ experience in client administration in financial services? Do you also have some PA experience providing support with diaries, scheduling meetings, event organising and travel arrangements? Are you highly organised and a strong communicator? You’ll be building relationships with your boss and supporting a portfolio of private clients – so you must enjoy delivering a seamless service.
If the answer is yes; we’d love to hear from you. Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team.
What you’ll be doing day to day:
- PA support
- Providing support to the Head of Private Clients: scheduling meetings and attending, booking travel, liaising with clients, organising events
- Client Onboarding
- Supporting clients and intermediaries throughout the full onboarding lifecycle
- Preparing and managing account opening documentation
- Assisting clients with documentation completion and advising on Source of Wealth and KYC requirements
- Monitoring account opening progress and providing regular updates to clients and client owners
- Liaising with external service providers, including third-party custodians, pension providers
- Coordinating the transfer of new assets into client accounts
- Completing simple tax forms as needed
- Ensuring all account opening packs are compliant and up to date
- Client Administration & Servicing
- Processing a wide range of client requests - withdrawals, new account setups, ISA subscriptions, asset transfers and account closures
- Responding to ad-hoc client and adviser queries
- Producing client meeting reports using Excel and PowerPoint
- Managing the setup and distribution of quarterly valuation letters
- Initiating and following processes through to completion
- Requesting and processing documentary evidence for changes in client circumstances
- Maintaining accurate and compliant client records within the CRM
- Ensuring key documents are current and compliant, including ATRs, Fact Finds and DMAs
- Client Executive Team Administration
- Managing diaries, inboxes, organising travel and events
The skills you need to bring:
- 1-2 years’ experience in financial services client administration
- Confidentiality and discretion when handling sensitive information
- Ability to prioritise competing deadlines
- Exceptional written and verbal communication skills
- Strong organisational skills and attention to detail
- Strong MS Office
- A proactive and solutions-focused approach
- Adaptability and flexibility in a fast-paced, client-driven environment
PA to Head of Private Clients in London employer: Aldrich & Co
Contact Detail:
Aldrich & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PA to Head of Private Clients in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a PA role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and the Head of Private Clients you'll be supporting. Think about how your skills in client administration and organisation can make their life easier, and be ready to share specific examples.
✨Tip Number 3
Show off your tech skills! Since the role requires strong MS Office abilities, brush up on Excel and PowerPoint. Maybe even create a slick presentation about how you can streamline processes for the team – it’ll show initiative and creativity!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace PA to Head of Private Clients in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your client administration experience and PA skills. We want to see how your background aligns with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the PA to Head of Private Clients role. Be sure to mention your organisational skills and how you enjoy building relationships.
Showcase Your Communication Skills: Since this role involves liaising with clients and managing diaries, make sure your written application reflects your strong communication abilities. Keep it clear, concise, and professional – we love a well-structured application!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Aldrich & Co
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the job description. Familiarise yourself with the responsibilities of a PA to the Head of Private Clients, especially around client administration and support tasks. This will help you demonstrate your knowledge and show how your experience aligns with their needs.
✨Showcase Your Organisational Skills
Be prepared to discuss specific examples of how you've managed diaries, scheduled meetings, or organised events in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers, highlighting your strong organisational skills and attention to detail.
✨Demonstrate Client-Focused Mindset
Since this role involves building relationships with clients, think of instances where you've gone above and beyond to deliver excellent service. Share stories that illustrate your proactive approach and ability to handle sensitive information with discretion.
✨Brush Up on Your IT Skills
Given the emphasis on processes and IT in the job description, be ready to discuss your proficiency with MS Office, particularly Excel and PowerPoint. You might even want to prepare a quick example of how you've used these tools effectively in previous roles.
