At a Glance
- Tasks: Support the Founder and manage office operations in a dynamic financial services environment.
- Company: Join a respected boutique merchant bank with a collaborative culture.
- Benefits: Competitive salary, autonomy, and opportunities for career growth.
- Other info: Be part of a supportive team and enhance employee experience.
- Why this job: Make a real impact while enjoying variety and ownership in your role.
- Qualifications: Experience as an Executive Assistant and Office Manager in financial services.
The predicted salary is between 50000 - 65000 £ per year.
Location: London
Contract: Permanent
Working Pattern: 5 days in the office
A unique opportunity to become the driving force behind a growing merchant bank. Are you an experienced Executive Assistant who thrives in a fast-paced, entrepreneurial environment and enjoys taking ownership beyond traditional EA responsibilities? This is a rare opportunity to join a highly respected boutique Financial Services firm in a pivotal dual-function role, supporting the Founder while ensuring the seamless day-to-day running of the office.
Offering a blend of Executive Assistant and Office Management responsibilities, this position is ideal for someone who enjoys variety, autonomy and being at the heart of a business. Approximately 60% Executive Assistant support and 40% Office Management, the role provides the opportunity to influence processes, enhance operational efficiency and help shape a positive employee experience as the business continues to grow.
As a trusted right-hand support to the Founder, you will play a critical role in keeping priorities on track whilst acting as the central point of coordination across the office. This is a hands-on environment where no task is too big or too small, and where your ability to get things done, solve problems and drive improvements will be highly valued.
Key Responsibilities
- Provide proactive and confidential support to the Founder
- Manage an ever-changing and complex diary, ensuring priorities are effectively coordinated
- Book international travel arrangements and create itineraries
- Arrange meetings, appointments and logistics
- Prepare documentation, correspondence and presentations as required
- Act as a key point of contact internally and externally
- Anticipate business needs and ensure the Founder is fully supported in day-to-day activities
Office Management
- Oversee the smooth running of the office environment and daily operations
- Manage relationships with suppliers, contractors and service providers
- Coordinate office maintenance and facilities issues, ensuring timely resolution
- Drive improvements to office systems, processes and ways of working
- Support employee engagement initiatives and office culture activities
- Manage office budgets, supplies and operational requirements
- Act as a central liaison across the business, ensuring effective communication and coordination
- Take ownership of ad hoc projects and operational challenges as they arise
Skills & Experience Required
- Previous experience in a combined Executive Assistant and Office Management role
- Financial Services experience gained within a boutique or smaller firm environment
- Proven experience supporting senior executives, founders, partners or C-suite stakeholders
- Strong diary management and organisational skills
- Excellent communication skills with the ability to build relationships at all levels
- Highly proactive with a solutions-focused approach
- Comfortable working in an agile, entrepreneurial and hands-on environment
- Strong attention to detail and ability to manage multiple priorities simultaneously
- Experience identifying and implementing process improvements
- Confident using Microsoft Office and business systems
- A positive, flexible and collaborative approach with a willingness to support wherever needed
What's on Offer
- Salary of £50,000 - £65,000 depending on experience
- Opportunity to work closely with the Founder and make a genuine impact on the business
- Broad and varied role offering significant autonomy and ownership
- Exposure to a growing and ambitious merchant banking environment
- Collaborative and supportive team culture
- Opportunity to improve processes, influence operations and enhance employee experience
- Long-term career opportunity within a successful boutique Financial Services organisation
- A role where your contribution will be visible, valued and trusted
Equality & Inclusion
Morgan Spencer is committed to equality, diversity and inclusion. We welcome applications from all suitably qualified candidates regardless of background, identity or circumstance.
Confidentiality & GDPR
All applications are handled with the strictest confidentiality and processed in accordance with UK GDPR and data protection legislation. Your personal information will only be used for recruitment purposes and will never be shared without your consent.
PA & Office Manager - Financial Services London employer: Morgan Spencer Recruitment
Morgan Spencer Recruitment is an excellent employer, offering a dynamic work environment in the heart of Greater London. With a strong focus on employee development and engagement, we provide our HR Partners with opportunities to influence meaningful change within Higher Education while collaborating with senior stakeholders. Our inclusive culture fosters innovation and professional growth, making it a rewarding place to advance your career.
Contact Details:
Morgan Spencer Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land PA & Office Manager - Financial Services London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Morgan Spencer Recruitment. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Morgan Spencer Recruitment.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Morgan Spencer Recruitment. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace PA & Office Manager - Financial Services London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Morgan Spencer Recruitment and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Morgan Spencer Recruitment how you can be a team player!
How to prepare for a job interview at Morgan Spencer Recruitment
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Morgan Spencer Recruitment.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Morgan Spencer Recruitment's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
