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- Tasks: Support the Head of Private Clients and manage client onboarding and administration.
- Company: Join a dynamic financial services firm with a focus on client satisfaction.
- Benefits: Competitive salary, bonus, hybrid working, and great benefits.
- Why this job: Be part of a successful team and make a real difference in client experiences.
- Qualifications: 1-2 years in client administration and strong communication skills required.
- Other info: Enjoy a fast-paced environment with opportunities for growth and development.
The predicted salary is between 32000 - 48000 £ 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.
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 / Client Services employer: Aldrich & Company Limited
Contact Detail:
Aldrich & Company Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PA / Client Services
✨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/Client Services 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 interviews by researching the company and its culture. Familiarise yourself with their client services approach and think about how your skills in administration and communication can add value. We want you to shine!
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client administration and PA tasks. Being able to articulate your experience with scheduling, event organising, and client onboarding will set you apart from the competition.
✨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 are proactive and take the initiative to connect with us directly.
We think you need these skills to ace PA / Client Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client administration and PA support. Use keywords from the job description to show we’re on the same page about what you bring to the table.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share specific examples of how you've successfully managed diaries, organised events, or supported clients in the past. Let us see your personality!
Showcase Your Communication Skills: Since strong communication is key for this role, ensure your written application is clear and concise. Avoid jargon and keep it professional yet friendly – we want to get to know you!
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 & Company Limited
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the PA and client services role. Familiarise yourself with the key responsibilities mentioned in the job description, such as scheduling meetings, managing diaries, and client onboarding processes. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
As a PA and Client Services Executive, strong communication is crucial. Prepare examples of how you've effectively communicated with clients or colleagues in previous roles. Be ready to discuss how you handle difficult conversations or resolve conflicts, as this will highlight your ability to maintain relationships and provide seamless service.
✨Demonstrate Your Organisational Skills
Bring along examples of how you've managed multiple tasks or projects simultaneously. You might want to share a specific instance where your organisational skills made a significant impact on your team's efficiency. This will reassure the interviewer that you can handle the fast-paced environment they described.
✨Prepare Questions for Them
Interviews are a two-way street, so prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you assess if the company is the right fit for you. Ask about their approach to client servicing and how they measure success in this role.
