Personal Assistant – Financial Services Firm
Location: London
Salary: Up to £48,000 per annum (DOE) plus benefits
A brilliant opportunity has arisen for an experienced Personal Assistant to join a progressive and established financial services firm. With a speciality in accounting and advisory, this community-focused and dynamic firm is seeking an engaged and proactive candidate. This role offers the chance to work in an impact-driven company, with a varied workload and excellent opportunities for progression.
This unique opportunity requires a business-savvy and forward-thinking candidate who can provide key right-hand support to the Managing Partner while also collaborating with the existing administrative team. It is ideal for a self-motivated and hard-working Personal Assistant who thrives in a high-performing environment and is ready to build strong relationships within a dynamic firm.
Duties will include:
- Heavy and proactive diary and inbox management, carefully coordinating events and meetings.
- Active involvement in partner projects, events, and practice management areas.
- Acting as the main point of contact for the Managing Partner, handling correspondence with internal and external clients.
- Managing sensitive and confidential information with discretion and professionalism.
- Supporting the firm's environmental and social projects, including providing event and meeting assistance.
- Drafting proposals, reports, related correspondence, and managing billing processes.
- Offering tech-savvy assistance for website updates, blog posts, social media, and other digital projects.
- Providing occasional support to the administrative team, including call handling and front-of-house responsibilities.
Skills and Experience required:
- At least three years of experience as a Personal Assistant, ideally in professional services or the financial industry.
- High proficiency in Microsoft Office, particularly Excel, Word, PowerPoint, and Outlook.
- Excellent verbal and written communication skills, with the ability to build strong relationships with internal and external stakeholders.
- Proven ability to handle sensitive information with confidentiality and discretion.
- Exceptional organisational skills, attention to detail, and the ability to work at pace.
- A solution-oriented mindset with a proactive approach to taking initiative and ownership.
This varied and rewarding role is suited to a candidate available immediately or with up to four weeks' notice.
Why Join?
This is a fantastic opportunity to contribute to a forward-thinking and high-performing environment while gaining exposure to impactful projects and professional growth.
About Us
Lily Shippen is a leading business and executive support recruitment agency specialising in connecting exceptional talent with outstanding opportunities across the UK and internationally. We recruit for Personal Assistants, Executive Assistants, Private PAs, Office Managers, Team Assistants, Chief of Staff, Receptionists, and other business support roles on a temporary, permanent, and fixed-term basis.
We work with clients across diverse industries, including finance, professional services, technology, property, and healthcare, offering bespoke recruitment solutions tailored to their needs. With expertise spanning London, Manchester, Birmingham, Cheshire, Leeds, Liverpool, Bristol, and Sheffield, as well as international and remote opportunities, we help businesses find the right talent to succeed.
Our team takes pride in delivering a personalised recruitment experience, ensuring candidates find roles that align with their goals and clients secure the best talent. Contact us today to learn more about this role or discuss your recruitment needs.