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For Companies At a Glance
- Tasks: Support three Directors with diary management, client liaison, and compliance processes.
- Company: Join a prestigious financial planning firm known for award-winning client service.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional development.
- Why this job: Work closely with senior leaders and high-net-worth clients in a supportive team culture.
- Qualifications: Minimum four years in financial services with experience supporting senior executives required.
- Other info: This is a maternity cover role from November 2025 to December 2026.
The predicted salary is between 40000 - 50000 £ per year.
Overview
Location: 2 days Office Based City of London, 3 days work from home
Salary: £40,000 – £50,000 (DOE)
Job Type: FTC Maternity Cover from 1st November 2025 to 31st December 2026
Overview
Our client is a prestigious, chartered financial planning firm with a strong reputation for delivering award-winning advice to private clients, families, business owners, and trustees. With significant growth plans and a commitment to best-in-class service, they are now seeking a highly organised Personal Assistant (PA) to support three senior Directors within their London office. This is a high-responsibility role ideal for someone with at least four years of experience in financial services and a strong track record supporting senior leaders. You’ll provide exceptional diary and inbox management, act as a first point of contact for clients, and play a key role in ensuring all client work and compliance processes are handled efficiently and to the highest standards.
Key Responsibilities
Candidate Profile
Essential:
Desirable:
Core Competencies
Why Apply?
To Apply:
If you are a polished and experienced PA looking for your next step within financial services, apply today using the link below or contact us for a confidential conversation on .
Apply for Job
Personal Assistant (PA) to Directors employer: Kingsgate Recruitment
Contact Detail:
Kingsgate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Assistant (PA) to Directors
✨Tip Number 1
Network with professionals in the financial services sector. Attend industry events or webinars where you can meet potential colleagues or employers. Building relationships can often lead to job opportunities that aren't advertised.
✨Tip Number 2
Familiarise yourself with the specific financial products mentioned in the job description, such as pensions and ISAs. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the role.
✨Tip Number 3
Research the company’s culture and values. Understanding their approach to client service and compliance will allow you to tailor your conversations during interviews, showing that you align with their mission.
✨Tip Number 4
Prepare for scenario-based questions that may arise during the interview. Think about how you would handle diary management or client interactions under pressure, as these are key aspects of the role.
We think you need these skills to ace Personal Assistant (PA) to Directors
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and your ability to support senior executives. Use specific examples that demonstrate your organisational skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your relevant experience, particularly in diary management and client liaison, and express your enthusiasm for working with high-net-worth clients.
Highlight Relevant Skills: In your application, emphasise your proficiency in MS Office and any experience with CRM systems. Mention your knowledge of financial products and regulations, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is essential for a Personal Assistant role.
How to prepare for a job interview at Kingsgate Recruitment
✨Research the Company
Before your interview, take some time to research the financial planning firm. Understand their values, services, and recent achievements. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Prepare for Scenario Questions
Given the high-responsibility nature of the Personal Assistant role, be ready to answer scenario-based questions. Think about how you would handle diary conflicts, client communications, or compliance issues. Use specific examples from your past experience to illustrate your problem-solving skills.
✨Showcase Your Organisational Skills
As a PA, organisation is key. Be prepared to discuss your methods for managing multiple priorities and ensuring accuracy in your work. You might even want to bring examples of tools or systems you've used to stay organised in previous roles.
✨Demonstrate Strong Communication Skills
Since you'll be acting as a liaison between directors and clients, it's crucial to demonstrate excellent communication skills during the interview. Practice articulating your thoughts clearly and confidently, and be ready to discuss how you handle difficult conversations or client interactions.
