At a Glance
- Tasks: Support a high-achieving investment management team with administrative tasks and communication.
- Company: Boutique wealth management firm with a stellar reputation.
- Benefits: 12-month contract with opportunities for professional development.
- Other info: Proactive environment with opportunities to learn and grow.
- Why this job: Join a dynamic team and enhance your skills in the finance industry.
- Qualifications: 3-5 years PA experience, ideally in financial services.
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 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 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.
PA role , 12 month FTC , Investment Management firm employer: JJ SEARCH LIMITED
As a leading boutique wealth management firm, we pride ourselves on fostering a dynamic and supportive work environment that encourages professional growth and development. Our team-oriented culture values collaboration and innovation, providing employees with the opportunity to work closely with senior investment professionals while gaining invaluable insights into the investment management industry. Located in a vibrant area, we offer competitive benefits and a commitment to work-life balance, making us an exceptional employer for those seeking a meaningful career in finance.
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. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and the team you’ll be supporting. We suggest practising common interview questions and even role-playing with a friend. Show them you’re not just a PA, but the perfect fit for their fast-paced environment.
✨Tip Number 3
Show off your skills! Bring along examples of your previous work, like presentations or reports you’ve created. We want to see how you can add value to the Senior Investment Management team right from the get-go.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s make this happen together!
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 teams and your ability to handle tight deadlines.
Craft a Compelling Cover Letter:Your cover letter should reflect your enthusiasm for the role and the company. Use it to showcase your communication skills and how you can support the Senior Investment Management team effectively.
Showcase Your Skills:Don’t forget to emphasise your secretarial and administrative skills. Mention your experience with diary management, meeting arrangements, and any content writing you've done that relates to the investment management sector.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
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 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 scenario-based questions that assess your ability to handle tight deadlines and manage multiple tasks. Think of specific examples from your previous roles where you successfully juggled competing priorities or dealt with challenging situations, and be ready to share these stories.
✨Research the Company and Industry
Take some time to research 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.
