AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client‑centric approach.
The role:
The role of the Executive Assistant to the CFO and CTO is to provide proactive, responsive and discreet executive support to the Chief Financial Officer and Chief Transformation Officer, while maintaining key governance records and coordinating routine company administration. The role will bring structure to busy agendas, help actions move forward and ensure important records, deadlines and meeting materials are well managed.
As the Executive Assistant to the CFO and CTO you will:
- Proactively manage executive diaries, meetings and priorities, resolving conflicts and ensuring the most effective use of time.
- Coordinate meetings, agendas, board packs and supporting materials, ensuring information is accurate, complete and distributed on time.
- Track actions, decisions and key deadlines, following up with stakeholders to maintain momentum and accountability.
- Act as a trusted point of contact for internal and external stakeholders, managing communications and sensitive information with discretion.
- Provide high‑quality executive support, including correspondence, presentations, documents, travel arrangements and meeting administration.
- Support Finance, Transformation and Governance activities by coordinating priorities, committee meetings, statutory filings and compliance requirements.
- Maintain governance records and company administration, including Companies House filings, statutory registers, LEI renewals and KYC documentation.
What we are looking for in our Executive Assistant:
- Experience in an executive assistant, personal assistant, senior administrative or similarly trusted support role.
- Excellent organisation and prioritisation skills, with the confidence to manage competing demands and changing priorities.
- Clear, professional communication and the ability to build effective relationships at all levels.
- High standards of accuracy, attention to detail and follow‑through.
- Sound judgement, discretion and confidence handling confidential or commercially sensitive information.
- A proactive, practical approach and a willingness to take ownership rather than wait to be directed.
- Good working knowledge of Microsoft Outlook, Word, Excel, PowerPoint and Teams.
- An interest in learning company secretarial and governance processes. Previous experience is welcome, but not required.
- Comfortable using technology and keen to embrace new ways of working, including the practical use of AI tools such as Microsoft Copilot.
Benefits And Perks At AFH
- Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
- Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
- Pension - We offer a contributory pension scheme with Royal London as well as death‑in‑service benefit.
- Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
- Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
- Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go‑to supermarkets, as well as access to free online training courses.
Executive Assistant to the CFO and CTO in Bromsgrove employer: AFH Wealth Management
AFH Wealth Management is an exceptional employer that fosters a dynamic work culture where strategic thinking meets hands-on execution. With a focus on employee growth and a competitive benefits package, team members enjoy the flexibility of hybrid working while contributing to impactful post-acquisition integration activities in a fast-paced environment. Join us to be part of a collaborative team that values innovation and professional development.
