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For Companies At a Glance
- Tasks: Support the CEO and CFO with scheduling, travel, and strategic planning.
- 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 at C-Suite level, ideally in financial services.
- Other info: Opportunity to grow your career while working closely with top executives.
The predicted salary is between 36000 - 60000 £ per year.
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.
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 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 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 leaders. Understand their values and recent developments so you can tailor your responses and show how you can support the CEO and CFO effectively. We want to see that you've done your homework!
✨Tip Number 3
Practice your communication skills! As an Executive PA, you'll need to convey information clearly and professionally. Try mock interviews with friends or family to refine your verbal and written communication, ensuring you come across as confident and articulate.
✨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 are proactive about their job search. So, get your CV polished and hit that apply button!
We think you need these skills to ace Executive PA in 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 administrative support, especially in fast-paced environments. 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, ensure 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!
Highlight Relevant Experience: If you've worked in financial services or have experience supporting C-Suite executives, make that stand out! We’re keen on seeing how your background fits with our needs, so don’t hold back on those relevant experiences.
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 get all the updates directly from us. Plus, it shows you're proactive!
How to prepare for a job interview at Shackleton Advisers Limited
✨Know Your Stuff
Before the interview, make sure you understand the role inside out. Familiarise yourself with the responsibilities of an Executive PA, especially around diary management and stakeholder communication. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Discretion
Since this role involves handling confidential information, be prepared to discuss how you've managed sensitive data in the past. Share specific examples that highlight your professionalism and discretion, as these qualities are crucial for success in this position.
✨Demonstrate Proactivity
Think of instances where you've anticipated needs or solved problems before they arose. In a fast-paced environment, being proactive is key. Share stories that illustrate your ability to take initiative and provide solutions, especially in high-pressure situations.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Use your strong interpersonal skills to engage them in conversation. Ask insightful questions about the company culture and values, showing that you align with their collaborative style and are eager to contribute positively.