Aldrich & Co.

PA to Head of Private Clients/Client Services Executive, Investment Management

📍 Location
United-Kingdom, United-Kingdom
⏰ Job Type
Full-time
📅 Posted
February 16, 2026
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Job Description

Salary: £35,000 - £45,000


You could be just the right applicant for this job Read all associated information and make sure to apply.

Are you a client-focused Administrator, with 1-2 years’ experience in client administration in financial services?


Are you highly organised and a strong communicator? You’ll be building relationships and supporting a dedicated portfolio of private clients – so you must enjoy delivering a seamless service.


Do you want to be valued? Use your initiative? Take ownership of the administration and organisation?


If the answer is yes; we’d love to hear from you.Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team.


What you’ll be doing day to day:
Client Onboarding

  • Supporting clients and intermediaries throughout the full onboarding lifecycle
  • Preparing and managing account opening documentation
  • Ass...

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