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- Tasks: Provide high-level support and manage complex workloads in a financial services environment.
- Company: Join a well-established financial services business with a professional culture.
- Benefits: Enjoy 33 days holiday, a competitive salary, and a 10% non-contributory pension scheme.
- Why this job: Be a key player in a dynamic team while managing sensitive client relationships.
- Qualifications: Experience as a PA in financial services and strong organisational skills required.
- Other info: Opportunity for career growth in a supportive working environment.
The predicted salary is between 28800 - 43200 £ per year.
Express Recruitment are proud to be working in partnership with a well-established and highly professional financial services business. Due to continued growth, our client is seeking an experienced and highly organised Executive PA. This is a pivotal role combining high-level executive support with hands-on financial services administration. The successful candidate will be trusted with sensitive information, client relationships and complex workloads requiring exceptional discretion, organisation and communication skills.
In return, the successful candidate will receive a competitive salary alongside an excellent benefits package including 33 days holiday including bank holidays and a 10% non-contributory pension scheme within a supportive and professional working environment.
- Provide proactive diary, inbox and meeting management for a senior stakeholder
- Prepare meeting packs, reports, follow-ups and documentation
- Act as a key point of contact for clients, providers and internal stakeholders
- Complete IFA administration including LOAs, valuations, appointment packs and new business processing
- Liaise with providers and maintain accurate and compliant records at all times
Skills & Experience
- Experience in a similar PA role ideally having worked in financial services
- Organised with the ability to manage senior-level demands independently
- Good written and verbal communication skills
- IT skills including Microsoft Office
- Experience with Curo is highly advantageous
- Discreet, professional and able to prioritise accurately under pressure
This vacancy is being advertised on behalf of Express Recruitment Ltd. The services advertised by Express Recruitment Ltd. are those of an Employment Agency.
Executive PA employer: Express Recruitment
Contact Detail:
Express Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive PA
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an Executive PA role. You never know who might have the inside scoop on a job opening!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how you can contribute as an Executive PA. This will help you stand out and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! As an Executive PA, you'll need to be articulate and professional. Try mock interviews with friends or family to get comfortable with discussing your experience and skills.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find the right role. Just fill in our contact form, and we'll help you navigate the job market like a champ!
We think you need these skills to ace Executive PA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Executive PA role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
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. Be sure to mention your organisational skills and experience with high-level executive support, as these are key for us.
Showcase Your Communication Skills: Since communication is crucial in this role, make sure your written application reflects your ability to convey information clearly and professionally. We love seeing candidates who can articulate their thoughts well!
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, we’re always on the lookout for passionate individuals like you!
How to prepare for a job interview at Express Recruitment
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Executive PA role and its responsibilities. Familiarise yourself with the financial services sector, as well as the specific tasks mentioned in the job description, like diary management and IFA administration.
✨Showcase Your Organisational Skills
During the interview, be ready to discuss how you manage complex workloads and prioritise tasks. Use examples from your past experience to demonstrate your ability to handle senior-level demands independently and efficiently.
✨Communicate Clearly and Confidently
Since communication is key in this role, practice articulating your thoughts clearly. Prepare to answer questions about your written and verbal communication skills, and consider bringing along samples of reports or documentation you've prepared in previous roles.
✨Demonstrate Discretion and Professionalism
Given the sensitive nature of the information you'll be handling, it's crucial to convey your understanding of discretion. Share examples of situations where you've maintained confidentiality and professionalism, especially when dealing with clients and stakeholders.
