At a Glance
- Tasks: Support three senior Directors with diary management and client communications.
- Company: Prestigious financial planning firm known for award-winning service.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Other info: Opportunities for growth and upskilling in a collaborative setting.
- Why this job: Work closely with senior leaders and high-net-worth clients in a dynamic environment.
- Qualifications: Minimum 4 years in financial services and experience supporting executives.
The predicted salary is between 40000 - 50000 £ per year.
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
- Provide full administrative and PA support to three busy Directors, including diary management, meeting coordination, and handling correspondence
- Act as a key liaison between Directors, clients, and the Centralised Account Management team
- Build strong relationships with clients, ensuring regular updates, timely collection of documentation, and a professional experience throughout
- Monitor client cases to ensure progression, timely execution, and compliance with internal procedures
- Manage client meeting schedules to align with regulatory expectations
- Oversee client AML and compliance records, ensuring all are up-to-date
- Support the use of the client portal as the central hub for communications and documentation
- Maintain a high standard of organisation, confidentiality, and accuracy across all aspects of the role
Candidate Profile
Essential:
- Minimum 4 years’ experience in a financial services environment
- Prior experience supporting senior-level executives or directors
- Strong understanding of financial planning processes and documentation standards
- Excellent communication skills (written and verbal), with the ability to engage confidently with clients
- Highly organised with strong attention to detail and an ability to manage multiple priorities
- Confident using MS Office (Word, Excel, Outlook) and adaptable to CRM systems
Desirable:
- Knowledge of core financial products: pensions, ISAs, bonds, VCTs, EIS, protection, etc.
- Familiarity with financial regulations such as GDPR, MiFID II, and AML protocols
- Previous experience working with client portals and financial CRM systems
Core Competencies
- Proactive, solution-focused mindset with the ability to anticipate needs
- Commitment to high-quality service and brand representation
- Ability to maintain confidentiality and exercise sound judgement
- Strong team player who collaborates well across departments
- Professional, confident, and calm under pressure
Why Apply?
- Join a highly respected and forward-thinking financial planning firm
- Work directly with senior leadership and high-net-worth clients
- Be part of a supportive and collaborative team culture
- Opportunities for professional development and upskilling
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 02085497212.
Personal Assistant (PA) to Directors employer: Kingsgate Recruitment
Join a prestigious chartered financial planning firm in the heart of the City of London, where you will play a vital role in supporting senior Directors and engaging with high-net-worth clients. With a strong commitment to professional development, a collaborative team culture, and the flexibility of hybrid working, this is an excellent opportunity for a highly organised Personal Assistant to thrive in a dynamic environment that values exceptional service and employee growth.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Assistant (PA) to Directors
✨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 hunt for a Personal Assistant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its directors. Familiarise yourself with their work and values, so you can show how your experience aligns perfectly with their needs. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your communication skills! As a PA, you'll need to engage confidently with clients and directors. Consider doing mock interviews with friends or family to refine your responses and ensure you come across as professional and calm under pressure.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. So, go ahead and submit your application today!
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 is tailored to the Personal Assistant role. Highlight your experience in financial services and any specific skills that match the job description, like diary management and client liaison.
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. Mention your experience supporting senior leaders and how you can contribute to the team’s success.
Showcase Your Communication Skills:Since excellent communication is key for this role, make sure your written application reflects that. Keep your language clear and professional, and double-check for any typos or errors.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Kingsgate Recruitment
✨Know Your Directors
Before the interview, take some time to research the Directors you'll be supporting. Understand their backgrounds, leadership styles, and any recent projects they've been involved in. This will not only help you tailor your responses but also show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
As a Personal Assistant, organisation is key. Prepare examples of how you've successfully managed multiple priorities in the past. Be ready to discuss specific tools or methods you use for diary management and client communication, as this will demonstrate your capability to handle the demands of the role.
✨Familiarise Yourself with Financial Regulations
Brush up on relevant financial regulations like GDPR, MiFID II, and AML protocols. Being able to speak knowledgeably about these topics during your interview will highlight your understanding of the industry and reassure them that you can maintain compliance in your role.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows that you're not just looking for any job, but that you're specifically interested in contributing to their team and aligning with their values.
