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- Tasks: Support the Head of Private Clients with administration, client onboarding, and event organisation.
- Company: Join a leading investment management firm focused on client success.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Be part of a dynamic team making a real difference in client services.
- Qualifications: 1-2 years in client administration and strong communication skills required.
- Other info: Fast-paced role with opportunities for growth and learning.
The predicted salary is between 36000 - 60000 £ per year.
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.
Responsibilities
- Providing support to the Head of Private Clients: scheduling meetings and attending, booking travel, liaising with clients, organising events
- 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
- 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
- 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/Client Services Executive, Investment Management 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/Client Services Executive, Investment Management 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 lookout for opportunities. A personal recommendation can go a long way in landing that PA role.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and how you can contribute to their success. This will help you stand out as someone who genuinely cares about delivering a seamless service.
✨Tip Number 3
Showcase your organisational skills during the interview. Bring examples of how you've managed diaries, scheduled meetings, or organised events in the past. This will demonstrate your ability to handle the responsibilities of the role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace PA to Head of Private Clients/Client Services Executive, Investment Management 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 passionate about this role and how your skills can benefit our team. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear language and check for any typos or errors. We appreciate attention to detail!
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’re considered for the role. Plus, it’s super easy!
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 and the skills required. This will help you tailor your answers to show how your experience aligns perfectly with what they’re looking for.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples that demonstrate how you've successfully managed diaries, scheduled meetings, or organised events in the past. Be ready to discuss specific tools or methods you use to stay organised, as this will highlight your proactive approach.
✨Communicate Clearly and Confidently
As a client-focused Administrator, communication is key. Practice articulating your thoughts clearly and confidently. During the interview, listen carefully to questions and respond thoughtfully, ensuring you convey your ability to build relationships and deliver seamless service.
✨Prepare for Client Scenarios
Expect questions about handling client requests and onboarding processes. Think of scenarios where you’ve dealt with challenging situations or provided exceptional service. This will not only showcase your problem-solving skills but also your understanding of the client administration lifecycle.
