Personal assistant to equity partner and head of team

Job Description

This position is providing direct PA support to the Head of our Private Client Team and Equity Partner of the firm. This is a newly developed position based in our busy Cheltenham office, and would best suit a meticulous individual.


Responsibilities of a PA include:

• Proactive diary management for allocated Partner.

• Being the first point of contact for clients.

• Administrative and business support for allocated Partner.

• Preparing correspondence and documents through word-processing and audio typing.

• Drafting and formatting of letters, documents and forms.

• Assisting with the preparation of all financial transactions as required.


About You


As a PA you will have:

• Experience within a legal or professional services environment, previous exposure to private client work being advantageous.

• Sound IT knowledge including Microsoft Office suite and Teams.

• A demonstrated history with diary management.

• Excellent attention to detail in all aspects of your work, with an understanding of the importance of confidentiality.

• Accurate typing abilities, audio typing skills would be highly desirable.

• History of client contact.

• Ability to organise ever changing priorities.