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For Companies At a Glance
- Tasks: Support the CEO, CFO, and Chairman with admin, scheduling, and strategic tasks.
- Company: Join a dynamic financial services firm with a collaborative culture.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Be at the heart of decision-making in a fast-paced, entrepreneurial setting.
- Qualifications: Experience as a PA/EA at Board level, ideally in financial services.
- Other info: Opportunity to grow your career while working with top executives.
The predicted salary is between 36000 - 60000 £ per year.
Reporting to: Chief Executive Officer
Date of Issue: October 2025
Role Objective
As the Executive PA you will provide administrative, organisational, and strategic support to ensure the CEO, CFO and Chairman’s time is optimised and the business runs smoothly. This role requires exceptional discretion, professionalism, and the ability to operate with initiative and foresight in a fast-paced, entrepreneurial environment.
Key Responsibilities
- Manage and coordinate the CEO’s, CFO’s and Chairman’s complex diaries, schedules, and travel arrangements.
- Prioritise and filter requests for the CEO and CFO’s time, ensuring alignment with business priorities.
- Ensure the CEO and CFO are briefed ahead of key engagements and anticipate their needs, providing proactive solutions and support.
- Handle confidential information with the highest level of discretion.
Person Specification
Qualifications
- Level 4 Diploma in Regulated Financial Planning (desirable or working towards).
Knowledge and Experience
- Executive support and diary management.
- Strong understanding of UK financial advice processes.
- Knowledge of FCA regulatory requirements, suitability rules, and advice documentation standards.
- Background in an IFA, wealth management, or financial planning environment.
- Exposure to advice process or proposition development.
- Proven ability to design, document, and refine advice processes or frameworks.
- Experience interpreting management information (MI), identifying trends, and recommending improvements.
- Collaboration across compliance, operations, product, and adviser networks.
Operational support
- Prepare letters, high-quality documents, presentations, and reports for meetings as required.
- Organise and provide support for Board meetings, executive committees, executive offsites, key client engagements and other key business meetings where required.
- Oversee expense management, invoices and related administrative processes.
- Assist in the smooth running of the office environment as required.
Communication and Stakeholder management
- Serve as the first point of contact between the CEO and CFO and internal and external contacts.
- Draft and manage correspondence, ensuring clear and timely communication.
- Build strong working relationships across the firm and with external partners, reflecting Shackleton’s collaborative and trusted style.
This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role.
Person Specification
Knowledge and experience
- Previous experience as a PA/EA at Board or C-Suite level, ideally within financial services, professional services, or a fast-paced growth business.
- Exceptional organisational skills with the ability to prioritise multiple demands.
- Strong written and verbal communication skills, with excellent attention to detail.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and collaboration tools.
- Experience managing confidential and sensitive information.
Personal Skills
- Highly professional, discreet, and reliable.
- Proactive, resourceful, and able to anticipate needs.
- Calm under pressure with a solutions-focused mindset.
- Strong interpersonal skills with the ability to build trust and credibility quickly.
- Flexible and adaptable to evolving business needs.
- Aligned with Shackleton’s values.
If you are interested in learning more about this role or want to apply, please send your CV/Application to HR@shackletonadvisers.co.uk
Executive PA in City of London employer: Shackleton Advisers Limited
Contact Detail:
Shackleton Advisers Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive PA in City of London
✨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 job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its leadership. Understand their values and how they operate, especially in a fast-paced environment. This will help you tailor your responses and show that you're the perfect fit for supporting the CEO and CFO.
✨Tip Number 3
Practice your communication skills! As an Executive PA, you'll need to manage correspondence and build relationships. Role-play with a friend or family member to get comfortable with articulating your thoughts clearly and confidently.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications come directly from motivated candidates. Make sure your CV highlights your experience in diary management and handling confidential information, as these are key for the role.
We think you need these skills to ace Executive PA in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Executive PA role. Highlight your experience in diary management and executive support, as well as any relevant qualifications. We want to see how your skills align with what we're looking for!
Showcase Your Communication Skills: Since this role involves a lot of communication, make sure your written application reflects your strong communication skills. Use clear and concise language, and don’t forget to proofread for any typos or errors. We love attention to detail!
Be Proactive in Your Application: In your cover letter, demonstrate your proactive approach by mentioning specific examples of how you've anticipated needs in previous roles. This will show us that you can think ahead and provide the strategic support we need.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Shackleton Advisers Limited
✨Know Your Diary Management
As an Executive PA, you'll be managing complex diaries. Brush up on your diary management skills and be ready to discuss how you prioritise tasks and handle scheduling conflicts. Think of examples where you've successfully managed multiple demands.
✨Demonstrate Discretion and Professionalism
This role requires handling confidential information. Be prepared to share experiences that showcase your ability to maintain discretion and professionalism in sensitive situations. Highlight any past roles where confidentiality was key.
✨Showcase Your Communication Skills
Strong written and verbal communication is crucial. Bring along examples of correspondence or presentations you've created. During the interview, practice clear and concise communication to demonstrate your skills.
✨Be Proactive and Resourceful
The CEO and CFO will rely on your initiative. Prepare to discuss times when you've anticipated needs and provided proactive solutions. Think about how you can illustrate your resourcefulness in a fast-paced environment.
