PA to Managing Director

Wealth management M&A intermediary

  • Location : London 
  • Salary : £25,000 - £30,000 
  • Nearest Station : Chancery Lane 
  • Application Closing Date : 31 December 2024 
  • Placement : Graduate Job ( permanent ) 
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    • London  
    • £25,000 - £30,000 
    • Chancery Lane 
    • 31 December 2024 
    • Graduate Job ( permanent ) 

    Job Description

    This M&A intermediary helps business owners identify the most suitable options for the sale of, or investment in, their business.
     
    They help buy-side clients identify the most suitable firms to acquire. This involves understanding the businesses in great detail, and also the personal and professional objectives of stakeholders on all sides.

    The main focus of the role is to support the MD in a junior/runner capacity. As the company grows, you will take on more responsibilities and ideally grow professionally within the company.

    Responsibilities: 
    Managing the company customer database (the CRM) and many general data entry tasks
    Liaising with suppliers and clients to process payments, contracts and invoices in a punctual manner
    Managing light HR activities such as onboarding new employees, sorting out contracts, staff training courses
    Executing ad-hoc administrative tasks, events coordination, travel and expenses, periodic projects and back-up role support
    Supporting the MD on other ad-hoc runner duties including some personal errands such as ordering/picking up lunches if work is tight etc.
    Implementing team building functions to develop a vibrant office culture and a pleasant place to work
     
    A spotlight on the team and culture:
     
    Currently there are four members of the team. You will be the fifth with another 2 hires to follow shortly after. 
     
    It is a role based full-time in the office with the intention to have WFH flexibility one day a week once experienced and settled in.
     
    The culture will be one of working hard, but also being rewarded for this input. There are team days/nights out as rewards for successful work.
     
    It is not the ambition to build a stuffy corporate environment, but we can’t forget that we are playing a small part in the one of the biggest decisions of anyone’s life, the sale of their business. How we manage this responsibility and conduct ourselves when interacting with clients’ needs to reflect this.
     
    There will be a learning culture internally so people will be expected to do exams relevant to the role for professional development.
     
    The preference will be to grow and nurture leaders internally rather than recruiting in. This presents the career path for anyone interested in more senior roles in the long term.
     
    This is a role that offers the opportunity to become a cornerstone of a growing M&A business by being the right-hand person to the MD. You will be privy to and sitting in on conversations that need to be treated with the upmost discretion and confidentiality.
     
    What you’re good at (key skills):
     
    • Extraordinary attention to detail 
    • Proficient English
    • Excellent written communication skills
    • Excellent verbal communication skills
    • Cool under pressure
    • Time management skills
    • Organised and you enjoy finding ways to create and maintain order
    • The ability to focus on tasks and follow them through to completion
    • Initiative and ability to use critical thinking to solve problems when need be
    • Experience using Microsoft Office 
    • Excellent administration skills
    • Efficiency and a can-do attitude will trump any specific educational requirements
    • Tact and discretion when dealing with company, client and supplier information

    Bonus points for:
     
    ·      Understanding of finance
    ·      Previous admin work experience
    ·      Ambition to grow internally in a business and grow into more senior roles over time
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