Wealth Management Team PA — Client Liaison & Admin Pro

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

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.