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- Tasks: Provide PA support, manage client onboarding, and ensure seamless client administration.
- Company: Join a leading 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 dynamic team and make a real impact in client service.
- Qualifications: 1-2 years in client administration and strong organisational skills required.
- Other info: Enjoy a supportive and inclusive work environment with growth opportunities.
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
PA to Head of Private Clients 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
✨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 a PA role. You never know who might have the inside scoop on an opportunity that’s perfect for you.
✨Tip Number 2
Practice your interview skills! Get a friend to throw some common interview questions your way, especially those related to client administration and PA tasks. The more comfortable you are, the better you'll shine when it counts.
✨Tip Number 3
Show off your organisational skills! When you get the chance to meet potential employers, bring along a portfolio showcasing your past work, including any event planning or client onboarding projects. It’ll help you stand out as someone who’s detail-oriented.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the right fit for you. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace PA to Head of Private Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your client administration experience and any PA skills you have. We want to see how your background fits with the role, so don’t be shy about showcasing your relevant experience!
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. Share specific examples of how you've delivered seamless service in previous roles.
Show Off Your Organisational Skills: Since this role requires strong organisational abilities, make sure to mention any tools or processes you use to stay organised. We love seeing how you manage your time and tasks effectively!
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 us!
How to prepare for a job interview at Aldrich & Co
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a PA to the Head of Private Clients. Familiarise yourself with client administration in financial services, and be ready to discuss how your previous experience aligns with the job description.
✨Showcase Your Organisational Skills
During the interview, highlight specific examples of how you've successfully managed diaries, scheduled meetings, or organised events in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers and demonstrate your ability to deliver a seamless service.
✨Communicate Clearly and Confidently
As a strong communicator, it's essential to convey your thoughts clearly. Practice common interview questions and answers with a friend or in front of a mirror. This will help you articulate your experiences and show that you can build relationships effectively.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, company culture, and expectations for the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
