Morgan Spencer Recruitment
Personal Assistant
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Client Relationship Team PA
£55,000 Permanent
London
Hybrid Working (3 Days Office / 2 Days Home)
Asset Management
Morgan Spencer Recruitment London is delighted to be partnering with a highly respected and values-led Asset Management firm to recruit a Client Relationship Team PA. This is an exceptional opportunity for an experienced Team Assistant or Team PA who enjoys being the organisational backbone of a collaborative, high-performing team.
Supporting a growing team of Relationship Managers, you will play a pivotal role in ensuring the smooth running of client administration, documentation, invoicing, event coordination and team support activities. This is not a traditional client-facing or business development role. Instead, it offers the chance to become a trusted and valued central coordinator within an established and growing business where professionalism, teamwork and long-term relationships are genuinely valued.
If you are a calm, reliable and highly organised team support professional looking for a stable, long-term opportunity within financial services, this could be the perfect next step.
Key Responsibilities
- Provide dedicated administrative support to a growing team of Relationship Managers
- Maintain accurate client documentation, records and regulatory paperwork
- Process invoices and assist with financial administration tasks
- Coordinate client account administration and support activities
- Manage and maintain CRM systems, ensuring records remain accurate and up to date
- Arrange and coordinate client events, hospitality and team-hosting activities
- Support with meeting coordination, preparation of materials and follow-up actions
- Assist with diary management and scheduling across the Relationship Management team
- Act as a central point of coordination for team administration and operational support
- Participate in internal meetings, projects and team initiatives
- Ensure all administrative processes are completed accurately and efficiently within a regulated environment
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Skills & Experience Required
- Previous experience as a Team Assistant, Team PA or Client Support Administrator, ideally supporting multiple stakeholders
- Strong administrative, organisational and coordination skills
- Experience working within Financial Services is essential
- Confident managing documentation, records and CRM systems
- Experience coordinating meetings, events and team activities
- A calm, professional and unflappable approach under pressure
- Excellent attention to detail and ability to prioritise effectively
- Strong communication and relationship-building skills
- A collaborative and team-oriented attitude
- Demonstrable stability and longevity in previous positions
What's on Offer
- Salary of £55,000
- Hybrid working model with 3 days in the office
- Opportunity to join a highly regarded Asset Management organisation
- Support a growing and successful Relationship Management team
- Collaborative, respectful and values-driven culture
- Stable, long-term career opportunity within a well-established business
- Exposure to high-net-worth, charitable and church client portfolios through internal team support
- Varied and engaging role combining administration, coordination, events and team support
- Modern London office environment with excellent professional support
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As London recruitment consultancy specialists, Morgan Spencer is proud to represent organisations that value long-term fit, professional development and positive workplace culture. This opportunity is particularly suited to candidates seeking Executive & PA recruitment London opportunities within the financial services sector and forms part of our wider expertise in business services recruitment London.
Apply Now If you are an organised, dependable and experienced Team Assistant or Team PA looking for an opportunity where your contribution will truly make a difference, we would love to hear from you. We welcome applications from individuals who are passionate about delivering exceptional support and building lasting relationships within a professional team environment.
Morgan Spencer is committed to equality, diversity and inclusion. We welcome applications from all suitably qualified candidates regardless of background, identity or circumstance.
Confidentiality & GDPR: All applications are handled with the strictest confidentiality and processed in accordance with UK GDPR and data protection legislation. Your personal information will only be used for recruitment purposes and will never be shared without your consent.
Morgan Spencer Limited, registered in England & Wales No: 4254114
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