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- Tasks: Support two busy CIOs by managing diaries, coordinating meetings, and conducting research.
- Company: Join a dynamic investment and wealth management firm in a vibrant city office.
- Benefits: Enjoy hybrid working, a £44k salary, bonuses, on-site gym, canteen, and a 9% pension.
- Why this job: Be part of a collaborative team and make a real impact in financial services.
- Qualifications: Experience in financial services or regulated industries is a plus; proficiency in MS Office is essential.
- Other info: This is a newly created role, perfect for those looking to grow in a fast-paced environment.
The predicted salary is between 35200 - 52800 £ per year.
Hybrid working 2-3 days, fantastic city office 9-5pm £44k + bonus and benefits (which include on-site gym and canteen, 9% pension).
Fantastic newly created PA role for a dynamic investment and wealth management firm in the city. In this exciting new role, you will act as PA to two super CIOs who are so busy they need help getting organised! It’s a super team who really collaborate, and the PA needs to be able to come in and manage busy diaries, coordinate meetings, and assist with research documentation. Experience in financial services or a regulated industry is hugely advantageous.
Duties to include:
- Manage Co-CIOs to ensure deadlines are met by assessing and establishing priority tasks, allocating appropriate time for action, and providing briefings/summary information in advance.
- Diary management – managing conflicting demands, recognising the importance and relevance of meetings, and the ability to prioritise.
- Drafting reports and presentations for internal and external audiences, collating contributions from direct reports and other submitters.
- Carry out research into specific areas, for example, helping with due diligence into new initiatives.
- Provide a range of administrative support services including creating and maintaining management information, spreadsheets, databases, project updates, and SharePoint pages.
- Arranging travel schedules including all material for trips.
- Client and project management.
Skills and Experience:
- Experience working in a similar role in Financial Services, the Investment or Wealth Management industry.
- Extensive experience of diary and meeting management.
- Proficient in Excel, Word, PowerPoint, and MS Teams.
- Excellent attention to detail and accuracy.
Personal Assistant - Financial Services employer: FY Recruitment
Contact Detail:
FY Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Assistant - Financial Services
✨Tip Number 1
Network with professionals in the financial services sector. Attend industry events or webinars where you can meet people who work in investment and wealth management. This can help you gain insights into the role and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest trends and news in the financial services industry. Being knowledgeable about current events can help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the field.
✨Tip Number 3
Practice your diary management skills. You might want to use tools like Google Calendar or Microsoft Outlook to simulate managing busy schedules. This will prepare you for the demands of the role and show your proactive approach.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and work environment can help you tailor your approach during interviews, showing that you’re a good fit for their team.
We think you need these skills to ace Personal Assistant - Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services or a regulated industry. Emphasise your skills in diary management, report drafting, and administrative support, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific examples of how you've successfully managed busy schedules and coordinated meetings in previous positions.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Excel, Word, PowerPoint, and MS Teams. Provide examples of how you've used these tools to enhance productivity and organisation in past roles.
Showcase Attention to Detail: Demonstrate your attention to detail by ensuring your application is free from errors. Use clear formatting and concise language to make your application easy to read and professional.
How to prepare for a job interview at FY Recruitment
✨Showcase Your Diary Management Skills
Since the role involves managing busy diaries for the Co-CIOs, be prepared to discuss your experience in diary management. Share specific examples of how you've successfully prioritised conflicting demands and ensured deadlines were met.
✨Demonstrate Financial Services Knowledge
Having experience in financial services is a huge advantage. Brush up on industry terminology and trends, and be ready to discuss how your background aligns with the needs of the investment and wealth management sector.
✨Prepare for Research Tasks
The role requires assisting with research documentation. Think of instances where you've conducted research or due diligence in previous roles, and be ready to explain your approach and findings during the interview.
✨Highlight Your Tech Proficiency
Proficiency in Excel, Word, PowerPoint, and MS Teams is essential. Be prepared to discuss your experience with these tools, perhaps even mentioning specific projects where you utilised them effectively to support your team.
