Role: Personal Assistant/ Admin Support to Head of Investor Relations.
Location:
Croydon (Office-based, 5 days per week)
This is an excellent opportunity to support
Head of Investor Relations
, in a fast-paced, client-facing environment. This individual is highly regarded and approachable but exceptionally busy, and now requires a capable, confident assistant to provide high-level PA and administrative support while acting as a key point of contact for clients.
The role would suit someone who is organised, presentable, and comfortable liaising with high-net-worth clients, as well as handling detailed administrative and compliance-related tasks.
Key Responsibilities
PA & Administrative Support
Provide full PA and administrative support to the Head of Investor Relations
Manage documentation, record-keeping, and internal tracking systems
Prepare and maintain spreadsheets, tracking notes, and reports
Client Liaison & Onboarding
Act as a professional point of contact for clients, both by phone and in person
Support new client onboarding, including file creation and data management
Assist with ongoing relationship management and client queries
Logistics & Operations
Coordinate the logistics and administration involved in shipping casks
Ensure all delivery notes, insurance documentation, and shipping paperwork are accurate and in place
Liaise with internal teams and external providers to ensure smooth end-to-end delivery
Compliance & Governance
Ensure all AML checks are completed in line with regulatory requirements
Maintain adherence to internal policies and procedures
Keep accurate and auditable records at all times
Candidate Profile
The successful candidate will be:
Professional, presentable, and articulate
, with confidence speaking to clients both over the phone and face-to-face
Highly organised
, with strong attention to detail and the ability to manage multiple tasks simultaneously
Confident and proactive
, able to work independently and anticipate needs
Technically competent
, with good Microsoft Office skills (Excel, Word, Outlook essential)
Based within easy commuting distance of Croydon
, with availability to work on-site 5 days per week
Additional Requirements
A
LinkedIn profile must be provided
alongside the CV when submitting applications
Job Type: Full-time
Pay: 25,000.00-35,000.00 per year
Application question(s):
Do you live within a commutable distance to Croydon?
Work Location: In person
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