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- Tasks: Support a 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.
- Why this job: Join a high-achieving team and make a real impact in investment management.
- Qualifications: 3-5 years PA experience in financial services, strong organisational and communication skills.
- Other info: Dynamic role with opportunities to develop industry knowledge and skills.
The predicted salary is between 36000 - 60000 £ per year.
PA role, 12 month FTC, Investment Management firm Our client is a boutique wealth management company, highly recognised with a fantastic reputation.The Role:THIS OPPORTUNITY IS A 12 MONTH FTC – Maternity CoverThis 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 emails communications on behalf of the Investment Management Managing Director.Collate and review, and a 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 gatekeeper of the Senior Investment Management teams diaries and will be responsible for meeting arrangements, 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 skill.Ability to manage and work with different personality types.
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PA role , 12 month FTC , Investment Management firm employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PA role , 12 month FTC , Investment Management firm
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their recent projects and values. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! As a PA, you'll need to convey information clearly and professionally. Try mock interviews with friends or family to get comfortable with articulating your thoughts.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that PA role. Plus, it shows you’re serious about joining our team and makes it easier for us to keep track of your application.
We think you need these skills to ace PA role , 12 month FTC , Investment Management firm
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 professionals and your ability to handle tight deadlines.
Showcase Your Communication Skills: Since you'll be drafting emails and creating presentations, it's crucial to showcase your communication skills. Use clear, concise language in your application and provide examples of your writing abilities.
Demonstrate Proactivity: We love candidates who are proactive! In your application, mention instances where you took the initiative in previous roles, whether it was managing a complex diary or organising meetings efficiently.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity.
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 the investment management sector. Familiarise yourself with the specific tasks mentioned in the job description, like diary management and content creation, 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, such as reports or presentations you've created, and be ready to discuss how you ensure clarity and professionalism in your written communications.
✨Prepare for Scenario Questions
Expect questions that assess your ability to handle tight deadlines and manage multiple priorities. Think of specific examples from your previous roles where you successfully navigated challenging situations, maintained confidentiality, and supported senior professionals effectively.
✨Research the Company and Industry
Take some time to learn about the boutique wealth management company and the current trends in the investment management industry. This knowledge will not only help you answer questions more effectively but also show your genuine interest in the role and the company, which can set you apart from other candidates.
