Newinvisible AI for interviewsTry Cue
Featured

EA / PA - Financial Services

Kingsgate Recruitment Ltd

We are seeking an experienced, highly professional Personal Assistant (PA) to provide dedicated support to senior leadership within a dynamic financial services organisation. The successful candidate will be a trusted partner, able to operate with discretion, professionalism, and influence across complex stakeholder networks. This role requires a proactive, strategic approach, with the ability to manage high-pressure situations and deliver exceptional results.

Key Responsibilities:

  • Executive Support: Manage complex diaries, inboxes, and workflows for senior executives, anticipating priorities and protecting critical time.
  • Decision-Making Support: Act as a trusted first point of contact for approvals under delegated authority, including HR, IT, procurement, and travel arrangements.
  • Governance & Compliance: Prepare, quality-check, and circulate board papers, governance documents, and briefing packs in line with regulatory and corporate standards.
  • Stakeholder Management: Build and maintain strong working relationships with internal and external stakeholders, influencing and coordinating across multiple levels of the organisation.
  • Event & Travel Management: Organise high-profile meetings, corporate events, investor meetings, and international travel arrangements with precision and attention to detail.
  • Culture & Wellbeing: Support initiatives to drive employee engagement, wellbeing, and organisational culture.
  • Mentoring & Team Development: Provide guidance and coaching to administrative colleagues, promoting best practice and high standards of EA/PA excellence.
  • Confidentiality: Safeguard sensitive and confidential information with absolute discretion.

Essential Skills & Experience:

  • Minimum 5–10 years’ experience supporting C-suite executives or ExCo members in financial services, banking, insurance, or investment management.
  • Exceptional organisational skills, with proven ability to manage complex diaries and competing priorities.
  • Strong written and verbal communication skills; confident influencing senior stakeholders.
  • Experience preparing board-level documentation, governance packs, and executive briefings.
  • Proven discretion and ability to manage sensitive and confidential information.
  • Budget management and event coordination experience.
  • Ability to work proactively, anticipate needs, and solve problems independently.

Desirable Skills:

  • Experience leading or contributing to wellbeing or engagement initiatives.
  • Mentoring or coaching experience for administrative colleagues.
  • Familiarity with AI tools or digital efficiencies for executive support.

Education & Qualifications:

  • Degree or professional qualification preferred.
  • Relevant executive support certifications (e.g., #LEAD) advantageous.

Personal Attributes:

  • Highly professional, trustworthy, and discrete.
  • Strategic thinker with strong business acumen.
  • Adaptable, resilient, and able to thrive under pressure.
  • Collaborative team player with a proactive approach.

Why Join Us:

This is a unique opportunity to work alongside senior leaders in a high-performing financial services organisation, contributing to operational efficiency, strategic decision-making, and organisational culture. The role offers exposure to international stakeholders, governance processes, and a supportive, forward-thinking working environment.