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[Closed] Personal Assistant, Investments, £60k+

City of London, London, UK

Job Type

Full time, hybrid

About the Role

We are looking for an experienced PA professional to provide pivotal administrative support to several client-facing members of our client’s busy Investment team. Scheduling internal and external meetings across a number of conflicting diaries, the successful candidate will be skilled at managing priorities and thinking on their feet. This role will have responsibility for the preparation and co-ordination of client meeting packs or presentations, working with Investment Assistants assigned to Investment Partners to track actions and move to completion where needed.

In addition to supporting the client-facing needs of your Investment Partners, you will assist in the execution of their compliance requirements and reporting where appropriate.

This position will suit a team player who is happy to be flexible to the needs of the team and the business, with a ‘can-do’ attitude. As part of group of support staff, you will work closely and in tune with other PAs, providing support for them during busy periods or leave.

This is a hybrid role, typically 3 days per week in the office, however you should have the flexibility to attend on additional days as the work priorities require.


  • Exceptional eye for detail

  • Professional and discreet with strong emotional intelligence

  • Solid experience of Microsoft products and in particular PowerPoint, Word and Outlook

  • Client-centric with great communication skills

  • Proactive and able to see where value can be added for managers and the business

  • Experience of working with HNW individuals or C-suite executives preferred.

About the Company

Our client is a highly regarded investment firm whose clients trust them to invest in great businesses with strong and predictable characteristics that last. Their business is built on the exceptional quality of their relationships – both with clients and internally. Their culture is a key part of their success. Discerning, understated with a deep sense of doing what is right, they have been guided by a culture of partnership and a common-sense investment philosophy since 1993. Since the launch of the business, they have grown their reputation amongst clients through delivering repeatable long-term performance (returns ahead of inflation) and being stewards of more than £6.5 billion.

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