At a Glance
- Tasks: Help clients by summarizing advice and managing portfolios with minimal supervision.
- Company: Join a dynamic team focused on delivering top-notch financial advice.
- Benefits: Enjoy flexible work options and opportunities for professional growth.
- Why this job: Gain valuable experience in finance while working in a supportive and engaging environment.
- Qualifications: No prior experience needed, just a willingness to learn and adapt.
- Other info: Perfect for high school and college students looking to kickstart their career.
The predicted salary is between 24000 - 36000 £ per year.
Structuring advice summary emails to the client within 6 months (checked by adviser) and 1 year (with no supervision) and be able to demonstrate understanding of the advice given. # Locating funds and pre-populating client portfolios, producing fund and performance analysis # dealing with incoming telephone calls and emails # Proactively managing the LOA process and expediting information retrieval from external pension and investment companies # Taking meeting notes of your own plus typing up the Advisers notes # Planning and managing client events # Any ad hoc requests the Partner may want you to undertake Adaptable and flexible #
PA. employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PA.
✨Tip Number 1
Familiarize yourself with the financial services industry, especially in areas related to client advice and portfolio management. Understanding the terminology and processes will help you communicate effectively with advisers and clients.
✨Tip Number 2
Practice your note-taking skills during mock meetings or discussions. Being able to capture key points quickly and accurately is crucial for taking meeting notes and typing up advisers' notes efficiently.
✨Tip Number 3
Enhance your organizational skills by managing small projects or events. This will prepare you for planning and managing client events, ensuring that you can handle multiple tasks simultaneously.
✨Tip Number 4
Develop your communication skills, both written and verbal. Being proactive in dealing with incoming calls and emails will set you apart, as effective communication is key in this role.
We think you need these skills to ace PA.
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a PA as described in the job listing. Highlight your ability to structure advice summary emails and manage client portfolios effectively.
Showcase Relevant Experience: In your CV and cover letter, emphasize any previous experience you have in managing client communications, handling incoming calls and emails, and taking meeting notes. Use specific examples to demonstrate your skills.
Highlight Adaptability: Since the role requires adaptability and flexibility, mention instances where you've successfully managed changing priorities or taken on ad hoc requests. This will show that you're a good fit for the dynamic nature of the position.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no errors. A well-structured and error-free application reflects your attention to detail, which is crucial for a PA role.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Show Your Organizational Skills
Since the role involves structuring advice summary emails and managing client events, be prepared to discuss your organizational strategies. Share specific examples of how you've successfully managed multiple tasks or projects in the past.
✨Demonstrate Communication Proficiency
Effective communication is key in this position. Practice articulating your thoughts clearly and concisely. Be ready to explain how you handle incoming calls and emails, ensuring that you convey professionalism and attentiveness.
✨Highlight Your Adaptability
The job requires adaptability and flexibility. Think of instances where you've had to adjust to changing circumstances or take on unexpected tasks. Sharing these experiences will show that you're ready for any ad hoc requests from the Partner.
✨Prepare for Technical Questions
Since the role involves producing fund and performance analysis, brush up on relevant financial concepts and tools. Be ready to discuss your experience with data analysis and how you can apply it to support the advisers effectively.