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
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management sector. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or webinars to meet potential employers and make a lasting impression.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to shine! Familiarise yourself with their recent projects and values so you can tailor your responses and show them you’re the perfect fit for their team.
✨Tip Number 3
Practice your communication skills. As a PA, you’ll need to convey information clearly and professionally. We suggest doing mock interviews with friends or using online platforms to refine your pitch and ensure you come across as confident and articulate.
✨Tip Number 4
Don’t forget to apply through our website! It’s super easy and ensures your application gets the attention it deserves. Plus, we’re always on the lookout for talented individuals like you to join our network!
We think you need these skills to ace PA role , 12 month FTC , Investment Management firm in England
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the PA role in investment management. Highlight your relevant experience, especially any work with senior teams and your ability to handle tight deadlines.
Showcase Your Skills:In your cover letter, emphasise your secretarial and administrative skills. Mention your communication prowess and any experience you have in drafting and proofreading documents, as these are key for this role.
Be Professional:Since you'll be acting as a gatekeeper, it's crucial to convey professionalism in your application. Use a formal tone while still being personable, and ensure there are no typos or errors in your written materials.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates regarding your application.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the PA role and its responsibilities within an investment management firm. Familiarise yourself with the specific tasks mentioned in the job description, like diary management and document preparation, so you can confidently discuss how your experience aligns with these requirements.
✨Showcase Your Communication Skills
Since this role involves drafting emails and creating presentations, be prepared to demonstrate your communication skills during the interview. Bring examples of past work where you've successfully communicated complex information or created high-quality documentation. This will show that you can handle the demands of the position.
✨Be Ready for Scenario Questions
Expect questions that assess how you would handle tight deadlines and manage multiple priorities. Prepare some scenarios from your previous experience where you successfully navigated similar challenges. This will highlight your ability to thrive in a fast-paced environment, which is crucial for this role.
✨Research the Company and Industry
Take the time to learn about the boutique wealth management company and the investment management industry as a whole. Being knowledgeable about current market trends and the firm's reputation will not only impress your interviewers but also help you ask insightful questions, showing your genuine interest in the role.
