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Team PA, Wealth Management

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Aldrich & Co
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration, Finance Assistant
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration, Finance Assistant
Salary/Wage Range or Industry Benchmark: 30000 - 40000 GBP Yearly GBP 30000.00 40000.00 YEAR
Job Description & How to Apply Below

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

We are looking to fill the Team PA, Wealth Management – City (4 days in) - 22713 position at Aldrich & Co in England, United Kingdom.

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