Personal Assistant

Lily Shippen; London; On-site; GBP 35,000 - 38,000; Full time

Job summary

A leading financial advisory firm in London seeks a Team PA to support the Managing Partner and a team of 20. This role includes managing diaries, travel arrangements, and client interactions while ensuring smooth day-to-day operations in a dynamic environment. An excellent opportunity for those with 3+ years in administrative support, particularly in financial services.

Qualifications

• Proven 3 years + experience as PA, preferably with Financial Services exposure.
• Excellent written and verbal communication skills.
• Ability to work under pressure while maintaining professionalism.

Responsibilities

• Provide administrative support to a team of 20, managing diaries and scheduling appointments.
• Organise meetings including logistics, agendas, and minutes.
• Handle travel arrangements and client interactions professionally.

Skills

Communication

Attention to Detail

Interpersonal Skills

Adaptability

Job description

If Investment Banking and Finance are industries that you thrive in or the sound of it excites you then our client is looking for a team PA to support the effective day-to-day working of the London office. Your main focus will be supporting the Managing Partner but to also to free up time from the teams everyday administrative tasks such as diary management and manage complex travel arrangements. You will act as the first point of contact for prospective clients and meet and greet them on arrival. You will also be expected to provide ad-hoc project support directly as necessary.

Team PA

Location: West End, London

Salary: £35,000- £38,000 per annum. Full Time based in the office

Contract: Permanent

Consultant: [e-mail] - please direct all enquiries to Charley

As the Team EA you will play a pivotal role in managing the busy team’s daily activities. Working to tight deadlines and under pressure your role will provide exposure across a broad range of areas that would also provide client contact. General Office Management and Relationship Management support will provide the opportunity to expand on the traditional PA tasks.

EA Responsibilities:

• Executive Support: Provide day-to-day administrative support to a team of 20 , managing their diaries, scheduling appointments and ensuring their day runs efficiently.
• Communication Management: Act as the first point of contact for both internal and external communications, including managing emails, phone calls and correspondence. Send correspondence to key stakeholders around report launches, events and stakeholder moments.
• Meeting Coordination: Organise and prepare for meetings, including arranging logistics, creating agendas and taking minutes.
• Document Management: Handle confidential documents and assist in preparing reports, presentations and other materials as needed. Review speaking requests for all staff and manage related correspondence.
• Travel Arrangements: Manage complex travel for senior staff as required for work, including planning visits and international conference attendance.
• Client Interaction: Interact with clients in a professional manner, maintaining confidentiality and assisting with basic client inquiries. Build relationships with relevant diary managers to ensure smooth and regular correspondence. Proactively manage engagement with the team to ensure a smooth and professional interaction.
• Office Support: Provide general office support, ensuring that all administrative tasks are completed effectively and efficiently.

Skills & Qualifications:

• Proven 3 years + experience as PA– a background with exposure to Financial Services is preferred but not a prerequisite

Skills:

• Excellent communication skills both written and verbal.
• Adaptability to shifting priorities and changing business needs.
• Enthusiastic, flexible and approachable demeanour.
• Strong interpersonal skills and the ability to collaborate with various teams.
• Strong attention to detail.
• Ability to work under pressure while maintaining professionalism.

Attributes

• A proactive, can-do attitude with adaptability in a fast-paced environment.
• High level of discretion and confidentiality.
• Strong interpersonal skills and the ability to build relationships at all levels.

This is an excellent opportunity to join a dynamic, leading financial advisory with exposure to the business. Based in the West End the role will offer you the chance to really get involved in a busy team and being an important part of the business. Working alongside the Founder, you will be given autonomy and involvement to ensure that the department runs smoothly.

Lily Shippen is a leading recruitment agency, specialising in executive support and business support recruitment. We connect top talent with exceptional opportunities across the UK and internationally. Our expertise spans Executive Assistant, Personal Assistant, Office Manager, Chief of Staff, and HR recruitment, offering tailored solutions for businesses across various industries.

We recruit for permanent, temporary, and fixed-term contract roles across London, Manchester, Birmingham, Leeds, Cheshire, and beyond. Whether you’re seeking a new opportunity or looking to hire top talent, we’re here to help. If you’re an experienced Executive Assistant looking for a new challenge in a strategic, data-driven role, we would love to hear from you.