EA/PA - Kingsgate Recruitment Ltd : Job Details

JOB TITLE- Personal Assistant (PA) to Directors

Role duration is 1st November 2025-31st December 2026 (Maternity cover)

JOB DESCRIPTION

• You have worked in financial services for at least 4 years and have a proven track record in understanding what exceptional financial administration looks like in order for your to support 3 busy Adviser Directors and their use of a Centralised Account Management team
• You will have an eye for detail and be able to be firm but fair
• You will have experience in supporting Senior Executives, acting as their
• key contact, dealing with correspondence, phone calls, managing their time and
• organising meetings
• Your role is to support 3 Adviser Directors, providing full diary management for Client and business meetings, to build strong Client relationships and ensure the Directors remain compliant at all times.
• You will work with the Centralised Account Management team to ensure Directors Client case work is progressed and completed in a timely manner.

Based in our City office, London, you will report directly to the Client Account Team Manager. You will use all of your experience to ensure that all aspects of your work are accurate, proactive and entirely focused on delivering the best possible Client experience.

KEY RESPONSIBILITIES

• To build a strong working relationship with our Directors in order to provide exceptional PA support in the delivery of their business strategy
• To build and maintain exceptional relationships with our Clients, ensuring consistent, effective communication allowing them to have confidence that their instructions are understood and will be delivered upon
• To feel comfortable in collecting Clients personal information in a professional manner and to ensure cases proceed as planned. To feel confident in managing the timely return of application forms and compliance documents from Clients
• To be competent in all the organisations processes and procedures, including the use of internal and external systems in order to have a forward looking, can do attitude when dealing with Client instructions
• To provide diary management across business and Client meetings ensuring Clients are seen on a regular basis in line with regulatory requirements
• To ensure all Client compliance and AML is up-to-date to ensure the smooth and timely action of Client requests
• To ensure that all of our processes and the Client experience is built around the use our of on-line Client portal
• To drive your own Continual Professional Development by seeking opportunities to up-skill in areas that you have gaps in knowledge and work collaboratively with other team members to cross skill

SKILLS

• You are aware of all relevant FCA regulations and guidelines relating to financial services including MiFID II, GDPR & PRIIPS
• You will have a working knowledge of core financial products including pensions, ISAs,Investment Accounts, Bonds, Venture Capital Trusts, Enterprise Investment Schemes and all forms of protection
• You will have the required skills in Adobe, Word, Excel and Outlook, alongside other system specific knowledge, to create all necessary documentation, templates and reports to brand guidelines
• You must be able to get quickly up to speed with and understand the possibilities of CRM software and consider ways of getting more out of the system

CORE COMPETENCIES

• You are a self-initiated and a proactive thinker and implementer, able to deploy solutions to problems before they arise and to exploit opportunities as they are seen. You will continually seek greater efficiencies in our processes and procedures
• You have impeccable attention to detail and respect for our brand, delivering the highest standards for the work we deliver and our office environment
• You are a fantastic verbal communicator and presenter and able to keep concise minutes of relevant meetings, projects and appraisals
• Working under management direction can prioritise, plan, coordinate and drive projects to agreed milestones and timescales
• You work with the utmost discretion using impeccable judgement to share and act on management information where required