Personal Assistant Financial Services
Personal Assistant Financial Services

Personal Assistant Financial Services

Full-Time 36000 - 54000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support senior leaders with scheduling, meeting coordination, and administrative tasks.
  • Company: Dynamic financial services firm based in London with a hybrid working model.
  • Benefits: Competitive salary up to £45,000 plus benefits and professional development opportunities.
  • Why this job: Join a professional environment and make a real impact by supporting executive decision-making.
  • Qualifications: Experience as a Personal Assistant in financial or professional services is essential.
  • Other info: Enjoy a structured role with opportunities for growth and collaboration with senior leadership.

The predicted salary is between 36000 - 54000 £ per year.

A UK-based financial services firm is seeking a highly organised and dependable Personal Assistant from Financial Services to support senior leaders within the executive team.

This role plays a key part in ensuring senior stakeholders are able to operate effectively, with well-managed schedules, smooth meeting coordination, and reliable administrative support.

About the Role: As a Personal Assistant within Financial Services, you will provide comprehensive support to senior executives, helping to manage day-to-day activity, coordinate key meetings, and ensure resources and logistics are in place to support executive decision-making.

This is a permanent opportunity offering a salary up to £45,000, suited to a PA who enjoys structure, problem-solving, and working closely with senior leadership in a professional environment.

Key Responsibilities
  • Providing day-to-day administrative support to senior executives
  • Managing inboxes, calendars, and meeting schedules
  • Coordinating internal and external meetings, including venues and catering
  • Arranging travel and logistics across UK locations
  • Processing expenses and supporting general administrative tasks
Meetings & Office Coordination
  • Supporting the smooth running of office activity and meeting spaces
  • Managing meeting room bookings and ensuring technology is set up appropriately
  • Acting as a first point of contact for visitors and external contacts
  • Maintaining accurate records and logs where required
Executive & Team Coordination
  • Coordinating senior leadership diaries to ensure effective use of time
  • Supporting key internal meetings, workshops, and leadership sessions
  • Circulating papers, capturing actions, and supporting follow-up where needed
  • Assisting with internal events, team meals, and offsite meetings
  • Supporting approvals and record-keeping for hospitality and related processes
  • Anticipating scheduling or logistical challenges and resolving issues proactively
Experience & Skills
  • Proven experience in a Personal Assistant or senior administrative role within financial or professional services
  • Highly organised, with the ability to manage multiple priorities simultaneously
  • Strong communication skills and confidence engaging with stakeholders across the business
  • Discreet, professional, and trusted with sensitive information
  • Comfortable supporting senior and executive-level stakeholders
  • Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Role Details
  • Location: London (hybrid working)
  • Contract: Permanent
  • Salary: Up to £45,000

If you are interested in this role offering a salary up to £45,000, please apply. Financial or professional services experience is required.

Personal Assistant Financial Services employer: Crone Corkill

Join a leading UK-based financial services firm that values its employees and fosters a collaborative work culture. With a competitive salary of up to £45,000 and the flexibility of hybrid working in London, this role offers not only comprehensive support to senior executives but also ample opportunities for professional growth and development. Experience a supportive environment where your organisational skills are recognised and rewarded, making a meaningful impact on the executive team's success.
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Contact Detail:

Crone Corkill Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Assistant Financial Services

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector. A friendly chat can lead to opportunities that aren’t even advertised yet. Don’t be shy; we all love a good natter!

✨Tip Number 2

Prepare for those interviews! Research the company and its leaders, and think about how your skills as a Personal Assistant can make their lives easier. We want you to shine, so practice common interview questions and have your own ready too!

✨Tip Number 3

Show off your organisational skills! During interviews, share examples of how you’ve managed busy schedules or coordinated complex meetings. We want to see how you can keep things running smoothly for senior executives.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about landing that Personal Assistant role in financial services. Let’s get you that job!

We think you need these skills to ace Personal Assistant Financial Services

Organisational Skills
Administrative Support
Calendar Management
Meeting Coordination
Travel Arrangement
Expense Processing
Communication Skills
Stakeholder Engagement
Discretion
Microsoft Office Proficiency
Problem-Solving Skills
Record-Keeping
Logistical Coordination
Event Support

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Personal Assistant role in Financial Services. Highlight your experience in managing schedules, coordinating meetings, and supporting senior executives. We want to see how your skills align with what we’re looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share specific examples of how you've successfully supported senior leaders in the past. We love a good story that showcases your organisational skills!

Showcase Your Communication Skills: Strong communication is key for this role. In your application, make sure to demonstrate your ability to engage with stakeholders effectively. Whether it’s through your writing style or examples of past interactions, let us see your confidence and professionalism!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and submit your materials!

How to prepare for a job interview at Crone Corkill

✨Know Your Role Inside Out

Before the interview, make sure you thoroughly understand the responsibilities of a Personal Assistant in Financial Services. Familiarise yourself with the key tasks like managing schedules, coordinating meetings, and supporting senior executives. This will help you demonstrate your knowledge and show that you're the right fit for the role.

✨Showcase Your Organisational Skills

During the interview, be ready to share specific examples of how you've successfully managed multiple priorities in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will highlight your ability to stay organised and efficient, which is crucial for this position.

✨Communicate Confidently

Strong communication skills are essential for a Personal Assistant. Practice articulating your thoughts clearly and confidently. Be prepared to discuss how you've engaged with stakeholders in the past and how you handle sensitive information. This will reassure the interviewers of your professionalism and discretion.

✨Prepare Questions for Them

At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful queries about the company culture, team dynamics, or specific challenges the executive team faces. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Personal Assistant Financial Services
Crone Corkill

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