Investment Management PA: Private Client Director Support

Taylor James Resourcing; Greater London; On-site; GBP 35,000 - 40,000; Full time

Job summary

A leading recruitment agency is looking for an experienced PA/Administrator to support Private Client Directors in investment management. The role includes assisting with day-to-day client affairs, preparing paperwork, managing communications, and ensuring compliance with regulations. Ideal candidates will possess strong organizational skills and attention to detail, with experience in a similar environment. This is a permanent position located in Greater London with a salary range of £35,000 to £40,000 per annum.

Qualifications

• Experience as a PA/Administrator in investment management or a similar environment.
• Ability to handle compliance-related tasks effectively.
• Skills in client communication and relationship management.

Responsibilities

• Assist with the day-to-day running of clients' affairs.
• Prepare paperwork and liaise with the Compliance Team.
• Manage telephone calls and assist the Private Client Directors.

Skills

Excellent communication skills

Strong organizational skills

Attention to detail

Job description

A leading recruitment agency is looking for an experienced PA/Administrator to support Private Client Directors in investment management. The role includes assisting with day-to-day client affairs, preparing paperwork, managing communications, and ensuring compliance with regulations. Ideal candidates will possess strong organizational skills and attention to detail, with experience in a similar environment. This is a permanent position located in Greater London with a salary range of £35,000 to £40,000 per annum.