The Company:

A well respected and professional Financial Planning firm with ambitious growth plans.

The Role:

The Executive Assistant will provide administrative, organisational, and strategic support to ensure the CEO, CFO and Chairman’s time is optimised and the business runs smoothly. This role requires exceptional discretion, professionalism, and the ability to operate with initiative and foresight in a fast-paced, entrepreneurial environment.

The Executive Assistant will manage and coordinate the Senior Leadership team’s complex diaries, schedules, and travel arrangements.

Prioritise and filter requests for the CEO and CFO’s time, ensuring alignment with the Financial Planning firm’s business priorities.

Ensure the CEO and CFO are briefed ahead of key engagements and anticipate their needs, providing proactive solutions and support. Handle confidential information with the highest level of discretion operational support.

The Executive Assistant will prepare letters, high-quality documents, presentations, and reports for meetings as required. Organise and provide support for Board meetings, executive committees, executive offsites, key client engagements and other key business meetings where required.

The Executive Assistant will build strong working relationships across the Financial Planning firm and with external partners, reflecting a collaborative and trusted style

The Candidate

Previous experience as a PA/EA at Board or C-Suite level, ideally within financial services, professional services, or a fast-paced growth business.

Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and collaboration tools.