Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support senior leaders with diary management, meeting coordination, and communication.
- Company: Join Attivo, a lifestyle financial planning firm that values transparency and client trust.
- Benefits: Enjoy a competitive salary, private medical insurance, and flexible working options.
- Why this job: Be a key player in a dynamic environment, supporting impactful decision-making.
- Qualifications: Experience as an Executive Assistant, preferably in financial services or compliance.
- Other info: Great culture focused on employee wellbeing and career growth.
The predicted salary is between 30000 - 42000 £ per year.
About Attivo
Attivo are Lifestyle Financial Planners. We’re a privately owned company. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients.
About The Role
This newly created Executive Assistant role plays a critical part in supporting the effective delivery of risk, compliance, and operational activities across the business. The EA will act as a trusted partner to the Chief Risk Officer (CRO) and Operations Director (OD), providing high-level executive support while also assisting the wider team as required to ensure internal and external reporting obligations are met. The role is primarily responsible for managing complex diaries and schedules, coordinating meetings and travel, and acting as the first point of contact for all communications.
About You
You are an experienced and highly organised Executive Assistant with a proven track record of supporting senior leaders in fast-paced, owner-led environments. You bring strong diary, inbox, and meeting management skills, with the ability to anticipate needs, manage complex logistics, and ensure executives are fully prepared for every engagement. Comfortable acting as a gatekeeper, you handle communications with confidence and professionalism, maintaining discretion at all times when dealing with sensitive information. You are adept at coordinating meetings, producing accurate minutes, managing documentation and CRM systems, and supporting both day-to-day operations and larger business events. With excellent written and verbal communication skills, high attention to detail, and proficiency across Microsoft Office and Office 365 applications, you are able to juggle multiple priorities while maintaining accuracy and efficiency. Experience supporting C-suite executives is essential, and exposure to financial services or compliance environments would be a strong advantage.
Key Responsibilities Include:
- Provide high-level executive and administrative support to the Chief Risk Officer and Operations Director, with additional support to the wider executive team as required.
- Manage complex professional and personal diaries, including meetings, appointments, travel, accommodation, and logistics, exercising sound judgement and discretion.
- Coordinate calendars, invitations, and meeting arrangements, ensuring priorities are met and executives are fully prepared with all necessary materials.
- Act as the primary point of contact for the CRO and OD, managing calls, emails, post, and visitors, and screening communications effectively.
- Attend internal, external, Board, and management meetings, taking accurate minutes, circulating actions, and tracking follow-ups.
- Organise and support on-site and off-site meetings and events, including venues, catering, accommodation, and transport.
- Manage correspondence, documentation, CRM updates, and records, ensuring information is accurate, well-organised, and accessible.
- Provide a professional and welcoming service to visitors and maintain the highest standards of confidentiality and professionalism.
Essential Skills And Experience:
- Demonstrable knowledge and experience as a PA/EA reporting directly to senior management.
- Experience supporting C-Suite executives in an owner-led business.
- Strong organisational skills and the ability to work with high accuracy while coordinating multiple projects concurrently.
- Proficiency in all Microsoft applications, including Word, PowerPoint, and Office 365 applications.
- Excellent communication skills, with the ability to write well-articulated documents.
- Ability to maintain confidentiality and handle sensitive issues professionally.
Desirable Skills And Experience:
- Educated to degree level would be an advantage.
- Experience of working within financial services, in particular, experience within a Compliance function.
Salary and Benefits:
Circa £30,000 depending on experience.
Attivo Also Offers:
- Non-contributory Pension Scheme
- Private Medical Insurance
- Income Protection
- Critical Illness
- Death in Service
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only)
- Excellent culture, promoting employee wellbeing and engagement.
Recruitment Policy:
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies as we respectfully ask that agencies do not contact us in regard to posts advertised on this site.
Privacy Policy:
Please visit our website to view our full privacy policy for prospective employees.
Executive Assistant - Hybrid in Cheltenham employer: Attivo
Contact Detail:
Attivo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive Assistant - Hybrid in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for an Executive Assistant role. You never know who might have the inside scoop on opportunities at companies like Attivo.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand what makes Attivo tick, especially their focus on client relationships and transparency. Tailor your responses to show how your skills align with their values.
✨Tip Number 3
Practice your communication skills! As an EA, you'll need to be articulate and professional. Consider doing mock interviews with friends or using online platforms to refine your pitch and ensure you come across as confident and capable.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the team at Attivo and ready to contribute to their mission.
We think you need these skills to ace Executive Assistant - Hybrid in Cheltenham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Executive Assistant role. Highlight your experience in supporting senior leaders, especially in fast-paced environments, and showcase your organisational skills that align with what we’re looking for.
Showcase Your Communication Skills: Since excellent written and verbal communication is key for this role, ensure your application reflects this. Use clear, concise language and make sure there are no typos or errors. We want to see your attention to detail right from the start!
Demonstrate Discretion and Professionalism: As an EA, you'll be handling sensitive information. In your application, mention any relevant experiences where you've maintained confidentiality and professionalism. This will show us you understand the importance of trust in our work.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values!
How to prepare for a job interview at Attivo
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Executive Assistant role and its responsibilities. Familiarise yourself with the key tasks like managing complex diaries, coordinating meetings, and supporting senior leaders. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
During the interview, be ready to discuss specific examples of how you've managed multiple priorities in previous roles. Highlight your experience with diary management, meeting coordination, and any tools you’ve used to stay organised. This will reassure them that you can handle the fast-paced environment they operate in.
✨Demonstrate Discretion and Professionalism
As an Executive Assistant, you'll often deal with sensitive information. Be prepared to talk about how you've maintained confidentiality in past roles. Share anecdotes that illustrate your professionalism and discretion, as these qualities are crucial for building trust with the executives you'll support.
✨Prepare Thoughtful Questions
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful ones that show your interest in the company culture and the team dynamics. For example, you could ask about how the EA role collaborates with other departments or what challenges the CRO and OD currently face. This shows you're not just focused on the job but also on how you can contribute to the company's success.
