At a Glance
- Tasks: Support a dynamic Senior Investment Management team with administrative tasks and communication.
- Company: Boutique wealth management firm with a stellar reputation.
- Benefits: 12-month fixed-term contract with opportunities for professional development.
- Other info: Proactive role with opportunities to develop industry knowledge and skills.
- Why this job: Join a fast-paced environment and make a real impact in investment management.
- Qualifications: 3-5 years PA experience in financial services, strong organisational and communication skills.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a boutique wealth management company, highly recognised with a fantastic reputation.
The Role:
THIS OPPORTUNITY IS A 12 MONTH FTC – Maternity Cover. This is an exciting opportunity for an experienced and ambitious PA to provide full support to the Senior Investment Management team - a fast-paced and high achieving team. The PA will be working to tight deadlines with the ability to maintain confidentiality and discretion at all times.
- The PA will draft, proof-read and send email communications on behalf of the Investment Management Managing Director.
- Collate and review, and have the confidence to create content to distribute papers and presentations for Investment Management meetings.
- The PA will create accurate, high-quality documentation such as presentations and reports.
- The PA will take minutes for meetings as requested and complete the typing up of minutes for distribution in a timely manner.
- The PA will be responsible for extensive diary management and act as gatekeeper of the Senior Investment Management team's diaries, ensuring that the Senior members are fully prepared for all meetings, including organising and communicating meeting packs, agendas and location details in advance.
- Management of travel and accommodation bookings and itinerary planning.
- Answering and screening incoming telephone calls, relaying accurate messages in a professional and timely manner.
- Scanning, printing, photocopying and binding packs and slide decks as required.
- Be proactive in developing knowledge of the Investment Management industry and the market.
- Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.
The Candidate:
- 3-5 years + PA / Personal Assistant experience supporting a Senior level financial services team – ideally investment management / asset management industry.
- Hard working, proactive, and creative, embracing change.
- Strong secretarial/administrative skills with a high level of organisation.
- Communication and content writing skills.
- Ability to manage and work with different personality types.
PA role , 12 month FTC , Investment Management firm in England employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land PA role , 12 month FTC , Investment Management firm in England
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like JJ SEARCH LIMITED. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace PA role , 12 month FTC , Investment Management firm in England
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JJ SEARCH LIMITED.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JJ SEARCH LIMITED's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JJ SEARCH LIMITED.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JJ SEARCH LIMITED will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JJ SEARCH LIMITED employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
