Executive Assistant - Head of Wealth

Executive Assistant - Head of Wealth

Full-Time 28350 - 34650 £ / year (est.) Home office (partial)
AAB

At a Glance

  • Tasks: Manage diaries, organise meetings, and coordinate travel for the leadership team.
  • Company: Join AAB, a leading professional services firm with a collaborative culture.
  • Benefits: Enjoy competitive salary, private medical insurance, and flexible working options.
  • Other info: Opportunities for professional development and a supportive work environment.
  • Why this job: Be part of a dynamic team that values your growth and impact.
  • Qualifications: Strong organisational skills and proficiency in Microsoft Office required.

The predicted salary is between 28350 - 34650 £ per year.

  • Application Deadline
  • Department
  • Wealth
  • Location
  • Aberdeen
  • Description

DISCOVER YOUR POTENTIAL. BUILD YOUR CAREER. JOIN US AT AAB.

AAB is a leading professional services firm operating across the UK, Ireland, and the USA.

We specialise in the mid-market, supporting individuals, family businesses, and organisations with a full suite of services including audit, tax, corporate finance, payroll, people consultancy, and wealth management.

With 1,000+ team members, we deliver expert support to clients all over the world.

EVERYONE HAS THE AABILITY TO SUCCEED- WE’LL HELP YOU GET THERE.

Our people are at the heart of everything we do.

We succeed together as one team, building strong client relationships through passion, empathy, and straightforward advice.

That’s what makes AAB different.

We invest in brilliant talent across every area of the business, offering tailored training, professional qualifications, and continuous support to help you grow.

Your growth matters to us.

We’ll give you the tools, encouragement, and opportunities to lead, learn, and make an impact.

Guided by our six core values, we foster a culture where collaboration, trust, and enthusiasm thrive.

AABSOLUTELY DEDICATED TO HELPING YOU ACHIEVE YOUR GOALS

At AAB, your career is what you make it.

We are here to help you turn ambition into action, whether that’s becoming a technical expert, a future leader, or someone who simply makes a difference every day.

If you're ready to be part of a team that’s united by purpose and driven by values, we’d love to hear from you.

ESG COMMITMENT

We take our responsibility seriously.

From reducing our environmental impact, to supporting education through training and talent programmes, to giving back to our local communities with our charitable initiative ABBIE- ESG is part of who we are.

ROLE PURPOSE

Key duties & responsibilities

  • Diary management
  • Manage appointments by resolving scheduling conflicts, prioritising high impact tasks and protecting buffer time for travel or preparation
  • Inbox management
  • Manage inbox into an organised, actionable feed by sorting emails by urgency, ensuring critical messages get attention and occasionally writing draft replies as required.
  • Meeting preparation and support
  • Prepare and ensure all documentation and actions are ready for meetings.
  • Assist in drafting agendas and meeting materials and ensuring that meeting participants are briefed in relation to agenda and meeting materials required.
  • This will include preparation for a regular cadence of meetings including Board meetings, monthly leadership meeting, fortnightly leadership meetings, all team town hall.
  • Take accurate and detailed actions during meetings, capturing key points, action items, and recording actions.
  • Follow up on action items and ensure timely completion.
  • Coordinate and schedule meetings, ensuring efficient time management.
  • Presentations and branding
  • Will include some creation / editing of Power Point slide presentations ensuring high-quality and brand-compliant materials (maintaining consistency in branding across all executive communications and presentations is also key).
  • Integration and change
  • There may be some work with integration and change teams to develop and maintain project plans, track progress, and ensure timely completion of projects.
  • Travel coordination
  • Plan, book, and manage all travel arrangements for the leadership team including flights, accommodation, transportation, and itineraries.
  • Ensure seamless travel experiences by anticipating needs and preparing necessary documentation.
  • Event logistics
  • Coordinate logistic arrangements for conferences, large get-togethers, meetings, and other ad-hoc physical events with the other Executive Assistants.
  • Manage event planning tasks including venue selection, catering, AV requirements, and accommodation for participants
  • Ensure all event logistics are handled efficiently, including registration processes, materials preparation, and on-site support.

Experience & qualifications

Skills

  • Excellent organisational and time-management skills.
  • Strong written and verbal communication abilities.
  • Proficiency in Microsoft Office Suite (Word, Excel, Power Point, Outlook).
  • High level of professionalism and discretion.
  • Ability to work independently and manage multiple tasks simultaneously.
  • Strong attention to detail and problem-solving skills.
  • Knowledge of travel logistics, event planning, and project management.
  • Familiarity with strategic planning and documentation.

Personal Attributes

  • Proactive and resourceful with a solution-oriented mindset.
  • Ability to work under pressure and meet tight deadlines.
  • Strong interpersonal skills and the ability to build relationships at all levels.
  • High degree of integrity and confidentiality.
  • An ability to anticipate needs and provide proactive administrative support
  • WHAT AAB OFFER

We want you to feel supported inside and outside of work. That’s why we offer a benefits package designed for your wellbeing, lifestyle, and career.

  • Time Off & Family Support
  • Annual leave (plus public holidays), with the option to buy or carry over leave
  • Enhanced parental leave (maternity, paternity, adoption)
  • Paid volunteering day to support causes that matter to you
  • Health & Wellbeing
  • Private Medical Insurance (PMI) for you and the option to cover family members
  • Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support
  • Death in Service benefit
  • Financial Security
  • Competitive pension scheme
  • Life assurance policies to support you and your family
  • Flexible & Agile Working
  • Hybrid working model
  • Agile working culture that supports flexible hours and smarter working
  • Modern office spaces designed for collaboration, focus, and wellbeing
  • Disclaimer

Unsolicited CVs sent to AAB by Recruitment Agencies will not be accepted for this position.

AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.

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Executive Assistant - Head of Wealth employer: AAB

AAB is an exceptional employer that fosters a collaborative and supportive work culture, making it an ideal place for Strategic HR Consultants to thrive. With a strong emphasis on professional development and mentoring, employees are encouraged to grow their skills while contributing to meaningful client advisory projects in the vibrant city of Belfast. The hybrid working model further enhances work-life balance, allowing for flexibility and innovation in delivering HR consulting services.

AAB

Contact Details:

AAB Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Executive Assistant - Head of Wealth

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like AAB. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Executive Assistant - Head of Wealth

Communication Skills
Problem-Solving Skills
Adaptability
Flexibility
Organizational Skills
Compassion
Teamwork

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AAB.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on AAB's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at AAB

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AAB.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at AAB will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former AAB employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.