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For Companies At a Glance
- Tasks: Support directors by managing diaries, accounts, and client communications.
- Company: Join a top Independent Financial Advisory firm in Leeds, known for expert financial advice.
- Benefits: Enjoy a professional work environment with opportunities for growth and development.
- Why this job: Be the first point of contact, making a real impact in clients' financial journeys.
- Qualifications: Great organisational skills and experience in administration; PA experience preferred.
- Other info: Ideal for those interested in finance, with potential for career advancement.
The predicted salary is between 28800 - 43200 £ per year.
My client is a leading Independent Financial Advisory firm based in Leeds, providing sound Financial Advice to both businesses and individuals surrounding Pensions, Investments, and Retirement/Estate planning. We urgently require a PA to support the Directors of the business.
You will be responsible for:
- Managing the directors' diary to a professional standard.
- Monitoring the accounts for the business such as the sales and purchases day books and chasing any outstanding commissions due to us.
- Helping the Director with any FCA communication.
- Creating client packs for the director to take out such as new business or annual reviews, filling in the relevant paperwork and processing transfers of pensions.
- Being the first point of contact for the directors' clients, requiring a friendly yet professional approach.
- Chasing any outstanding cases for the director and dealing with any issues that arise, such as if paperwork wasn’t filled in correctly.
- Managing the directors' and the overall company email accounts on a daily basis.
We require someone with great organisational skills, with experience working within an Administration environment, ideally with previous experience working as a PA. It would be ideal and to your advantage if you are working within the Financial Services or Financial Advice industry, or have any knowledge of Investments and/or pensions.
Location: Leeds
Closing Date: Feb 30
Contact Detail:
Lime Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Assistant (PA)
✨Tip Number 1
Familiarise yourself with the financial services industry, especially around pensions and investments. This knowledge will not only help you understand the role better but also impress the directors during any discussions.
✨Tip Number 2
Showcase your organisational skills by preparing a mock diary management plan for a director. This will demonstrate your ability to manage schedules effectively and highlight your proactive approach.
✨Tip Number 3
Practice your communication skills, particularly in a professional context. Being the first point of contact means you'll need to convey information clearly and courteously, so consider role-playing scenarios with a friend.
✨Tip Number 4
Network with professionals in the financial advisory sector. Attend local events or join online forums to connect with others in the field, which could provide valuable insights and potentially lead to referrals.
We think you need these skills to ace Personal Assistant (PA)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially in administration and as a Personal Assistant. Emphasise any previous roles in the Financial Services sector or related fields.
Craft a Compelling Application Statement: In your application statement, clearly articulate why you want to work as a PA for this financial advisory firm. Mention your organisational skills and any specific knowledge of pensions or investments that would make you a great fit.
Highlight Communication Skills: Since you'll be the first point of contact for clients, emphasise your communication skills. Provide examples of how you've successfully managed client relationships or resolved issues in past roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a PA role.
How to prepare for a job interview at Lime Search & Select Ltd
✨Showcase Your Organisational Skills
As a Personal Assistant, your ability to manage schedules and tasks is crucial. Be prepared to discuss specific examples of how you've successfully organised complex diaries or managed multiple priorities in previous roles.
✨Demonstrate Financial Knowledge
Since the role involves working within the financial services sector, having a basic understanding of pensions, investments, and financial advice will set you apart. Brush up on relevant terminology and be ready to discuss any experience you have in this area.
✨Exhibit Professional Communication
You'll be the first point of contact for clients, so it's essential to convey professionalism and friendliness. Practice your communication skills and think of ways to demonstrate your ability to handle client interactions effectively during the interview.
✨Prepare for Scenario Questions
Expect questions that assess how you would handle specific situations, such as dealing with outstanding paperwork or managing urgent requests from the directors. Think through potential scenarios and how you would approach them to show your problem-solving skills.
