Team PA, Wealth Management – City (4 days in) - 22713

Aldrich & Co; England; On-site; GBP 30,000 - 40,000; Full time

Job summary

A reputable financial services firm in the United Kingdom is looking for a Team PA to support the Wealth Management team. Responsibilities include liaising with clients, organising hospitality, and handling invoices. The ideal candidate will have solid experience as a Team Assistant in Financial Services, stay calm under pressure, and maintain confidentiality. This full-time position offers a dynamic work environment where teamwork and a sense of humour are valued.

Qualifications

• Solid experience as a Team Assistant in the Financial Services sector is essential.
• Must be able to handle pressure and maintain confidentiality.
• Strong interpersonal skills and a good sense of humour are required.

Responsibilities

• Liaising with clients and coordinating meetings.
• Organising client hospitality.
• Handling invoices and expenses.
• Performing CRM tasks and desk administration.

Skills

Solid Team Assistant (PA) experience

Ability to stay calm under pressure

Team player

Sense of humour

Ability to maintain high level of confidentiality

Job description

Team PA, Wealth Management – City (4 days in) - 22713

This range is provided by Aldrich & Co. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Direct message the job poster from Aldrich & Co.

What you’ll be doing day‑to‑day:

• Liaising with clients and coordinating meetings
• Organising client hospitality
• Handling invoices and expenses
• CRM tasks, Desk admin

The skills you need to bring:

• Solid Team Assistant (PA) experience, from Financial Services sector (essential)
• Ability to stay calm under pressure
• Team player and a sense of humour
• Ability to maintain high level of confidentiality

Seniority level

Not Applicable

Employment type

Full‑time

Job function

Administrative

Industries: Financial Services and Investment Banking