en

Services

The UK's leading employers trust us to deliver fast, efficient talent solutions that are tailored to their exact requirements. Browse our range of bespoke services and resources.

Read more
Jobs

Let our industry specialists listen to your aspirations and present your story to the most esteemed organisations in the UK, as we collaborate to write the next chapter of your successful career.

See all jobs
Candidates

Together, we’ll map out career-defining, life-changing pathways to achieve your career ambitions. Browse our range of services, advice, and resources.

Learn more
Services

The UK's leading employers trust us to deliver fast, efficient talent solutions that are tailored to their exact requirements. Browse our range of bespoke services and resources.

Read more
About Robert Walters UK

Since our establishment in 1985, our belief remains the same: Building strong relationships with people is vital in a successful partnership.

Learn more

Work for us

Our people are the difference. Hear stories from our people to learn more about a career at Robert Walters UK

Learn more

Your guide to working as a financial services PA

A seasoned PA can be the backbone of their organisation, not solely their manager or director. One of the most rewarding support roles out there, working as a financial services PA, your performance helps drive a company to grow, innovate and achieve continuous success.

A PA to six partners at FRP Advisory LLP (and admin support to 16 members of staff) and former winner of Manchester’s PA of the Year gives Robert Walters an insight into being an in-demand PA within financial services. Do you want to excel your PA career within a professional services business? Here's what we learned.

What are the key responsibilities in your role?

As my role is so broad, I have a wide spectrum of responsibilities which means no two days are the same. Some of my key duties include marketing, monthly reports for the Operations Board, procurement transactions, partners’ expenses, invoicing, IT issues, reception, facilities, event organising, and maintaining the CRM system. The list is never ending!

As I am the only PA and support professional in FRP Advisory’s North West office, I provide admin support to the team as and when needed. My role is a cross-breed, so I wear numerous business support hats.

What are the key challenges you face?

Being a PA is one of the most demanding roles as it’s so varied – I have to prioritise tasks for the partners’ and the team – I’m the ‘go-to’ and that can seem daunting at times. Although it can be overwhelming at extremely busy times, and it is guaranteed that people will want everything all at the same time, the amount of responsibility is what motivates me.

Challenge always comes with reward - I love the diversity of my role and I’ve seen my role grow and evolve since I began working here.

Challenge always comes with reward - I love the diversity of my role and I’ve seen my role grow and evolve since I began working here. As I am very much a people person and I enjoy the constant interaction with key clients and colleagues alike. I enjoy creating a smooth and efficient day for the partners. I find it very rewarding, professionally and personally.

How would you recommend building your reputation as a PA?

Without hesitation – join a network! It has helped me greatly in becoming a brand ambassador for my company. It is a chance to meet like-minded people from a diverse range of industries and work together to support each other whilst enhancing understanding and recognition of the support profession.

For your own career development, it’s not always enough to rely on the skills in your CV when looking to secure your next opportunity – networking can really put you at an advantage over the competition. PAs and EAs are usually one of the first to find out about new roles within an organisation so it’s always recommended to build a network of other professionals that can inform you of new opportunities that crop up.

A PA network has also been great for me socially, not just a smart professional move. I’m proud to say I have a strong network of peers that I can count on for advice, brunch, or after work drinks! When I first started, I was completely new to the city, so joining a network allowed me to access new places such as restaurants and venues that I could recommend to partners at my firm.

What are your other tips to support professionals looking to build their PA career?

It’s worth taking the time to look for an organisation or managers you enjoy working for. It does not mean you will love every day or face stressful periods, but it can make even the worst of work situations more bearable.

The clock goes much faster when your team gels together. My team has great banter and this is a massive help when everyone is bogged down with work and needs a pick me up!

Finally, in your current business support role, record all your achievements as you’ll need to provide demonstrable examples of why you’re capable of taking on a PA role if that’s what the future holds for you!

Share this article

Useful links

Sign up for job alerts
Salary Survey
Career Advice
Get in touch

Find out more by contacting one of our specialist recruitment consultants

Related content

View All

Top tips to stand out as a business support professional

Thinking about how you can stand out from the crowd as the business support candidate of choice? Whatever job you’re going for in the industry, there are things you can do to stand out throughout the recruitment process. With competition rife for contract and permanent positions within administratio

Read More

Become an executive assistant: EA job guide

Advancing your career to an Executive Assistant requires you to adapt into a dynamic and ever-evolving role. Having a focus on delivering exceptional results is integral and building a strong relationship with your Director or Manager is extremely valuable to be able to meet and succeed their expect

Read More

Become a receptionist: job guide

Receptionists are the first point of contact for a company’s customers and clients and are a crucial hire to ensure a business’ professional reputation maintains intact. With positions available on both a permanent and contract basis, a people-focus, initiative to solve problems and strong organisat

Read More

I'm Robert Walters Are you?

Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.