Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 delivering exceptional service to private clients.
- 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 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
✨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 friendly chat can lead to referrals or insider info about openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client service approach and think of examples from your past experience that showcase your skills in administration and client relations. We want you to shine!
✨Tip Number 3
Practice your communication skills! Since this role is all about building relationships, being able to articulate your thoughts clearly and confidently will set you apart. Try mock interviews with friends or use online resources to refine your pitch.
✨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 engage directly with us. Let’s get you on board!
We think you need these skills to ace PA to Head of Private Clients/Client Services Executive, Investment Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client administration experience and any PA duties you've handled. We want to see how you can bring value to our team!
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 role. Mention your organisational skills and your passion for delivering seamless service, just like we do at StudySmarter.
Showcase Your Communication Skills: Since this role involves liaising with clients and managing diaries, make sure your written application is clear and professional. We love strong communicators, so let your personality come through while keeping it polished!
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. We can’t wait to hear from you!
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 the role involves managing diaries, scheduling meetings, and organising events, be prepared to discuss specific examples from your past experience. Highlight how you’ve successfully managed competing deadlines and maintained attention to detail in a fast-paced environment.
✨Demonstrate Client-Focused Mindset
This position is all about delivering seamless service to clients. Be ready to share instances where you’ve gone above and beyond for clients or how you’ve built strong relationships. This will show that you understand the importance of client satisfaction in financial services.
✨Prepare for Technical Questions
Given the emphasis on IT skills and processes, brush up on your knowledge of MS Office, especially Excel and PowerPoint. You might be asked to demonstrate your proficiency or discuss how you’ve used these tools in previous roles, so come prepared with examples.
