Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support directors by managing diaries, accounts, and client communications.
- Company: Join a top Independent Financial Advisory firm in Leeds, known for expert financial advice.
- Benefits: Enjoy a professional work environment with opportunities for growth and development.
- Why this job: Be part of a dynamic team making a real impact in financial services.
- Qualifications: Great organisational skills and prior admin experience; financial knowledge is a plus.
- Other info: Apply by uploading your CV; we can't wait to hear from you!
The predicted salary is between 24000 - 36000 £ per year.
My client is a leading Independent Financial Advisory firm based in Leeds, providing sound Financial Advice to both businesses and individuals surrounding Pensions, Investments, Retirement / Estate planning. We urgently require a PA to support the Directors of the business.
You will be responsible for:
- Managing the directors diary to a professional standard.
- Monitoring the accounts for the business such as the sales and purchases day books and chasing any outstanding commissions due to us.
- Helping the Director with any FCA communication.
- Creating client packs for the director to take out such as new business or annual reviews, filling in the relevant paperwork and processing transfers of pensions.
- Being the first point of contact for the directors clients with a friendly yet professional approach.
- Chasing any outstanding cases for the director and dealing with any issues that arise, such as if paperwork wasn’t filled in correctly.
- Managing the directors and the overall company email accounts on a daily basis.
We require someone with great organisational skills, with experience working within an Administration environment, ideally with previous experience working as a PA. It would be ideal and to your advantage if you have experience within the Financial Services or Financial Advice industry, or have any knowledge of Investments and/or pensions.
Location: Leeds
Closing Date: Feb 30
If you would like to apply for this vacancy, please upload your CV to Lime using the form below.
We would love to hear from you! Please fill out this form and we will get in touch with you shortly.
Personal Assistant (PA) employer: Lime Search & Select Ltd
Contact Detail:
Lime Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Assistant (PA)
✨Tip Number 1
Familiarise yourself with the financial services industry, especially around pensions and investments. This knowledge will not only help you understand the role better but also impress the directors during any discussions.
✨Tip Number 2
Showcase your organisational skills by preparing a mock diary management plan for a director. This will demonstrate your ability to manage schedules effectively and highlight your proactive approach.
✨Tip Number 3
Practice your communication skills, particularly in a professional context. Being the first point of contact means you'll need to convey information clearly and courteously, so consider role-playing scenarios with a friend.
✨Tip Number 4
Network with professionals in the financial advisory sector. Attend local events or join online forums to connect with people who can provide insights or even referrals to help you land the job.
We think you need these skills to ace Personal Assistant (PA)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, particularly in administration and as a Personal Assistant. Emphasise any previous roles where you managed diaries, handled client communications, or worked in the financial services sector.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your skills and experiences make you a perfect fit for managing the directors' diary and handling client interactions.
Showcase Organisational Skills: In your application, provide examples of how you've demonstrated great organisational skills in past roles. Mention any tools or methods you used to manage tasks effectively, especially in a fast-paced environment.
Highlight Financial Knowledge: If you have any experience or knowledge related to pensions, investments, or financial advice, be sure to include this in your application. It will set you apart from other candidates and show your understanding of the industry.
How to prepare for a job interview at Lime Search & Select Ltd
✨Showcase Your Organisational Skills
As a Personal Assistant, your organisational skills are crucial. Be prepared to discuss specific examples of how you've managed diaries, prioritised tasks, and handled multiple responsibilities in previous roles.
✨Familiarise Yourself with Financial Terminology
Since the role involves working within the financial services sector, having a basic understanding of terms related to pensions, investments, and FCA communications will set you apart. Brush up on relevant jargon to demonstrate your interest and knowledge.
✨Demonstrate Your Communication Skills
You'll be the first point of contact for clients, so it's essential to convey professionalism and friendliness. Prepare to give examples of how you've effectively communicated with clients or colleagues in past positions.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations, such as dealing with outstanding paperwork or managing a busy director's schedule. Think through potential scenarios and how you would approach them to show your problem-solving abilities.
