Client Relationship Team PA – Asset Management

About the role

This permanent, hybrid position supports a growing team of Relationship Managers within a respected asset‑management firm. As the central administrative hub, you will ensure smooth client administration, documentation, invoicing and event coordination, allowing the team to focus on delivering high‑quality financial services.

Key responsibilities

• Provide dedicated administrative support to multiple Relationship Managers.
• Maintain accurate client documentation, regulatory paperwork and records.
• Process invoices and assist with financial administration tasks.
• Coordinate client account administration, events, hospitality and team‑hosting activities.
• Manage and update CRM systems to keep client records current.
• Arrange meetings, prepare materials and follow up on actions.
• Assist with diary management and scheduling across the team.
• Act as the central point of coordination for team administration and operational support.

Required profile

• Previous experience as a Team Assistant, Team PA or Client Support Administrator, preferably supporting multiple stakeholders.
• Strong organisational and coordination abilities.
• Experience working within Financial Services.
• Calm, professional demeanor and ability to work under pressure.
• Excellent attention to detail and prioritisation skills.

Required skills

What we offer

• Competitive salary of £55,000 per year.
• Hybrid working model – 3 days in the office, 2 days remote.
• Long‑term, stable role within a values‑led firm.
• Opportunity to become a trusted coordinator in a high‑performing team.