Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients' financial affairs and manage their properties with discretion and organisation.
- Company: Join a dynamic team focused on personal finance and property management.
- Benefits: Flexible part-time role with variety and the chance to work independently.
- Why this job: Make a real difference in clients' lives while honing your financial skills.
- Qualifications: Experience in finance administration, bookkeeping, or property management is essential.
- Other info: Perfect for those seeking a rewarding role with growth potential.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for an experienced Financial Personal Assistant to provide dedicated support to our clients' personal financial affairs and the management of their private residential properties in the UK and overseas. The ideal candidate will be highly organised, discreet, and capable of operating with minimal supervision in a confidential environment. This is a part-time role offering flexibility and variety, supporting a busy household with a range of administrative, property, and financial tasks.
Responsibilities:
- Manage day-to-day personal and household finances, including bill payments, banking, and account reconciliations.
- Liaise with UK and overseas property managers, contractors, and professional advisors to ensure the smooth running of properties.
- Maintain financial records, expense tracking, and budgets for multiple properties and projects.
- Oversee insurance renewals, tax documentation, and compliance in coordination with external accountants and advisers.
- Arrange and coordinate property maintenance, travel logistics, and household purchases when required.
- Prepare concise financial summaries and reports for review.
- Undertake ad hoc research, correspondence, and project support relating to domestic and overseas assets.
- Uphold absolute discretion and confidentiality at all times.
Requirements/Experience:
- Strong background in personal or family office finance administration, bookkeeping, or property management.
- Bookkeeping qualification.
- Excellent numeracy, attention to detail, and organisational skills.
- Competent user of Google Workspace, Microsoft Office and accounting or budgeting software.
- Proven ability to prioritise and manage diverse responsibilities independently.
- Professional, discreet, and trustworthy with experience handling sensitive information.
Financial PA in Northallerton employer: Si Recruitment
Contact Detail:
Si Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial PA in Northallerton
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and property management sectors. Let them know you're on the lookout for a Financial PA role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Polish up your online presence! Make sure your LinkedIn profile is up-to-date and showcases your skills in financial administration and property management. Engage with relevant content to get noticed by potential employers.
✨Tip Number 3
Practice your interview skills! Prepare for common questions related to financial tasks and confidentiality. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities that might just be perfect for you. Don’t hesitate to submit your application directly, as it shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Financial PA in Northallerton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in finance administration and property management to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re interested in this role and how your experience aligns with our needs. Be sure to mention your organisational skills and ability to handle sensitive information discreetly.
Showcase Your Tech Skills: Since we value tech-savvy candidates, mention your proficiency with Google Workspace, Microsoft Office, and any accounting software you’ve used. This will help us see that you can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it!
How to prepare for a job interview at Si Recruitment
✨Know Your Numbers
As a Financial PA, you'll be dealing with finances daily. Brush up on your numeracy skills and be prepared to discuss your experience with budgeting and bookkeeping. Bring examples of how you've managed financial records or reconciled accounts in the past.
✨Showcase Your Organisational Skills
This role requires excellent organisational abilities. Be ready to share specific instances where you successfully managed multiple tasks or projects simultaneously. Highlight any tools or software you’ve used to keep everything on track, especially Google Workspace or Microsoft Office.
✨Demonstrate Discretion and Trustworthiness
Confidentiality is key in this position. Prepare to discuss how you've handled sensitive information in previous roles. You might want to share a scenario where you had to maintain discretion while managing personal or financial affairs.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills. Think about potential challenges you might face as a Financial PA, such as coordinating with property managers or handling unexpected financial issues. Practise articulating your thought process and solutions clearly.
