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- Tasks: Support the team with administrative tasks and ensure smooth operations.
- Company: Join a respected boutique Wealth Management firm focused on private clients.
- Benefits: Enjoy a dynamic work environment with opportunities for growth.
- Why this job: Be part of a team that values financial planning and client relationships.
- Qualifications: Experience as a Team Assistant or PA is essential.
- Other info: Located in Edinburgh, this role offers a chance to make a real impact.
The predicted salary is between 30000 - 42000 £ per year.
Job Description
The Company
Our client is a respected boutique Wealth Management company that invests on behalf of private clients and focussing on their Wealth Planning/Financial Planning needs.
The Role
This is a fantastic opportunity for an experienced Team Assistant / PA to join our clients business who are an Wealth Management Firm based in Edinburgh.
The successful candidate will be supporting a Portfolio Ma…
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Team Assistant , PA , Investment Management Firm employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Assistant , PA , Investment Management Firm
✨Tip Number 1
Familiarize yourself with the wealth management industry. Understanding the basics of financial planning and investment strategies will help you stand out during the interview process.
✨Tip Number 2
Highlight your organizational skills and experience in managing multiple tasks. Be prepared to discuss specific examples of how you've successfully supported a team or executive in a fast-paced environment.
✨Tip Number 3
Network with professionals in the wealth management sector. Attend industry events or connect with people on LinkedIn to gain insights and potentially get referrals for the position.
✨Tip Number 4
Research the company culture of the boutique Wealth Management firm. Tailor your approach to align with their values and demonstrate how you can contribute positively to their team.
We think you need these skills to ace Team Assistant , PA , Investment Management Firm
Some tips for your application 🫡
Understand the Company: Take some time to research the boutique Wealth Management company. Understand their values, services, and the specific needs of their clients in wealth and financial planning.
Tailor Your CV: Make sure your CV highlights relevant experience as a Team Assistant or PA, especially in investment management or financial services. Emphasize skills like organization, communication, and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to support a team effectively in a fast-paced environment.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail.
How to prepare for a job interview at JJ Search Ltd
✨Research the Company
Make sure to familiarize yourself with the boutique Wealth Management firm and its focus on Wealth Planning and Financial Planning. Understanding their values and services will help you align your answers with what they are looking for.
✨Highlight Relevant Experience
Prepare to discuss your previous experience as a Team Assistant or PA, especially in financial or investment environments. Be ready to provide specific examples of how you've supported teams and contributed to their success.
✨Demonstrate Organizational Skills
As a Team Assistant, strong organizational skills are crucial. Be prepared to share examples of how you manage multiple tasks, prioritize effectively, and ensure smooth operations within a team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
