At a Glance
- Tasks: Support the CFO and finance team in a dynamic, fast-paced environment.
- Company: Fast-growing financial services business with a strong culture and ambition.
- Benefits: Up to £55,000 salary, 10% bonus, 27 days holiday, and flexible benefits.
- Other info: Recognised as one of the Best 100 Large Companies to work for.
- Why this job: Join a high-performing team and make a real impact on company growth.
- Qualifications: Experience as an EA or PA in finance, strong organisational skills, and diary management.
The predicted salary is between 55000 - 55000 £ per year.
My client, a fast-growing, private equity-backed financial services business, is looking for an experienced Executive Assistant to support their CFO and wider Finance and Strategy leadership team. This is not a traditional PA role. My client needs someone with a genuine understanding of the finance environment — the governance and reporting cycles that define the finance calendar — and the seniority to operate as a trusted partner to the CFO. The CFO leads a c.35-strong Finance and Strategy function within a business targeting growth from £30m to £100m EBITDA by 2030, so this is a fantastic opportunity to work at the centre of an ambitious, high-performing organisation.
Location: This full time role is based in Swindon and office-based 3 days per week, so you must be commutable to Swindon.
The Package:
- Salary up to £55,000
- 10% on-target bonus
- Pension — contribute up to 5% and my client will match it plus an extra 5%
- 27 days holiday + bank holidays, with the option to buy up to 10 more
- Critical illness cover, income protection, death in service (4x salary)
- 3 paid volunteering days
- Flexible benefits including private medical and dental insurance
What you'll be doing:
- Owning the CFO’s diary with full accountability — managing complex, competing demands across Board, ExCo, PE partner meetings, and finance leadership forums
- Anticipating the CFO’s forward priorities and proactively protecting preparation time ahead of critical meetings, reporting deadlines, and strategic forums
- Maintaining a master Finance and Strategy governance calendar covering reporting cycles, Board and committee submissions, budget and forecasting milestones, and PE reporting deadlines
- Ensuring the CFO and Finance leadership team are consistently well-prepared — circulating agendas and pre-reads in good time and chasing outstanding inputs
- Coordinating Board papers, ExCo submissions, and other governance materials, tracking deadlines to ensure on-time, high-quality submissions
- Supporting the CFO’s three direct reports so the senior team operates smoothly as a leadership unit
- Preparing briefing notes and materials so the CFO can engage in every forum with full visibility and focus
- Managing logistics for internal and external stakeholder meetings, including Board, ExCo, and private equity partner sessions
- Providing cover and coordination support across the executive PA network as required
What my client is looking for:
- Experience as an EA or PA supporting a CFO, Finance Director, or equivalent senior finance leader — this is essential, not desirable
- Demonstrable understanding of the finance governance and reporting cycle — Board and committee reporting, budget rounds, forecasting milestones, and month/quarter-end rhythms
- Experience supporting a senior leadership team in a complex, multi-stakeholder environment, ideally within financial services, a PE-backed business, or a similarly regulated organisation
- A track record of managing complex diaries, high-volume correspondence, and demanding travel and logistics at C-suite level
- Experience coordinating governance materials and working with Company Secretariat or governance teams
- Exceptional organisation and prioritisation — composure, accuracy, and sound judgement under a high volume of competing demands
- Strong written communication skills — drafting correspondence and briefing notes on behalf of the CFO
- Proficiency in Microsoft Office and calendar management, collaboration, and scheduling tools
- Commutable to Swindon and able to work from the office 3 days per week
Why apply? My client is a dynamic, fast-paced business with huge ambition and a strong culture — recognised as one of the Best 100 Large Companies to work for. They invest heavily in their people, are committed to an inclusive environment, and trust colleagues to balance a successful career with life outside work. If this sounds like you, apply now or message me directly for a confidential conversation.
StudySmarter Expert Advice🤫
We think this is how you could land Executive Assistant To The Cfo
✨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 Edge Recruitment Ltd. 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 To The Cfo
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 Edge Recruitment Ltd.
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 Edge Recruitment Ltd'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 Edge Recruitment Ltd
✨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 Edge Recruitment Ltd.
✨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 Edge Recruitment Ltd 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 Edge Recruitment Ltd 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.