Executive Assistant - Head of Wealth

Executive Assistant - Head of Wealth

Full-Time 34875 - 42625 £ / year (est.) No working from home possible
Broadgate

At a Glance

  • Tasks: Support the Head of Wealth with diary management, meeting prep, and travel coordination.
  • Company: Reputable professional services firm in Aberdeen, known for expert financial guidance.
  • Benefits: Competitive salary, full-time role, and opportunities for professional growth.
  • Other info: Ideal for proactive individuals who thrive under pressure and enjoy multitasking.
  • Why this job: Join a high-performing team and make a real impact in a dynamic environment.
  • Qualifications: Strong organisational skills, proficiency in Microsoft Office, and excellent communication abilities.

The predicted salary is between 34875 - 42625 £ per year.

  • Executive Assistant to Head of Wealth
  • Aberdeen|£40,000 - £50,000 | Permanent, full-time

Our client is a highly regarded, well-established professional services firm based in Aberdeen, trusted by individuals and businesses across the region for expert financial guidance.

As part of a period of continued growth, they are now seeking an experienced and highly organised Executive Assistant to provide dedicated support to their Head of Wealth and wider senior leadership team.

This is an excellent opportunity for a proactive, discreet and detail-focused EA to play a central role within a busy, high-performing team, working closely with senior stakeholders on a wide variety of strategic and operational matters.

  • 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 drafting replies as required.
  • Meeting preparation and support
  • Prepare and ensure all documentation and actions are ready ahead of meetings.
  • Assist in drafting agendas and meeting materials, and ensure meeting participants are briefed on the agenda and materials required.
  • This will include preparation for a regular cadence of meetings, including board meetings and various leadership and team-wide sessions.
  • Take accurate and detailed notes during meetings, capturing key points, action items and decisions.
  • Follow up on action items and ensure timely completion.
  • Coordinate and schedule meetings, ensuring efficient time management.
  • Presentations and branding
  • Support the creation and editing of Power Point presentations, ensuring high-quality, brand-compliant materials and consistency across all executive communications.
  • Integration and change
  • Work alongside integration and change teams to help 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, transport and itineraries.
  • Ensure seamless travel experiences by anticipating needs and preparing necessary documentation.
  • Event logistics
  • Coordinate logistical arrangements for conferences, larger gatherings, meetings and other ad-hoc events alongside fellow 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, 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.
  • #J-18808-Ljbffr

Executive Assistant - Head of Wealth employer: Broadgate

As a leading fintech in the cross-border payments sector, we pride ourselves on fostering a dynamic and innovative work environment where compliance is viewed as a vital component of our infrastructure. Our London-based team enjoys a hybrid working model, competitive salary packages, and equity options, alongside opportunities for professional growth and direct collaboration with senior leadership. Join us to make a meaningful impact in a role that empowers you to shape compliance strategies across multiple jurisdictions.

Broadgate

Contact Details:

Broadgate Recruitment Team

StudySmarter Expert Advice🤫

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

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

Diary Management
Inbox Management
Meeting Preparation
Note-Taking
PowerPoint Proficiency
Project Management
Travel Coordination

Some tips for your application 🫡

Show Us Your Leadership Skills:In the corporate leadership and management field, it's essential to highlight your leadership experience. Use your CV to flesh out examples of how you've led teams to success or managed significant projects. We want to see specific instances where your actions made a tangible difference in your previous roles!

Quantify Your Achievements:Numbers talk, especially in management! When detailing your achievements in your CV or cover letter, don’t just say you improved team performance. Instead, say you boosted productivity by 30% over six months through effective strategy implementation. This makes your application pop and shows us what you can bring to Broadgate.

Craft a Compelling Cover Letter:Your cover letter is your chance to narrate your professional journey. We’re looking for motivation and a clear understanding of what corporate leadership means to you. Dive into your aspirations and how they align with the values and vision of Broadgate. Make it personal – we want to get to know you!

Tailor Your CV for Management Roles:Ensure your CV reflects the management skills that are essential for this role. Focus on competencies like strategic planning, team building, and problem-solving. Use a clean layout, and don’t forget to align your experiences with those keywords mentioned in the job listing. This will help you stand out from the crowd!

How to prepare for a job interview at Broadgate

Showcase Your Leadership Style

You’ll want to thoroughly convey your unique approach to leadership. During the interview with Broadgate, be ready to share real-life examples of how you've inspired and motivated teams in the past. Think about specific achievements that illustrate your strategic thinking and your ability to drive results.

Brush Up on Management Theories

Expect some technical questions related to management theories and practices. Brush up on concepts like transformational leadership, servant leadership, or situational leadership. Be prepared to discuss how you would apply these theories to the role at Broadgate, especially in the specific context of the challenges they’re currently facing.

Craft Your Vision for the Company

Since this is a full-time leadership role, spending time thinking about your vision for Broadgate could really set you apart. Consider potential strategies for growth and how you would lead teams towards achieving them. This shows not just enthusiasm, but also strategic foresight that they’ll likely be looking for in a candidate.

Emphasise Team Dynamics and Culture

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