At a Glance
- Tasks: Support a senior Financial Adviser and manage their day-to-day workload.
- Company: Established financial planning practice with a focus on growth and development.
- Benefits: Starting salary of £35,000, flexible hours, 30 days holiday, and professional development support.
- Other info: Dynamic role with opportunities for career advancement and ongoing training.
- Why this job: Gain hands-on experience in financial services while working closely with an Adviser.
- Qualifications: Experience in financial services and strong organisational skills are essential.
The predicted salary is between 39600 - 48400 £ per year.
- Executive Assistant to Financial Adviser | Hailsham
- Hybrid
- £35,000 starting salary, depending on experience
A well-established St. James's Place financial planning practice in Hailsham is looking for an Executive Assistant to support one of its senior Financial Advisers.
This is much more than a traditional EA or administration role.
You'll work closely with the Adviser to manage their day-to-day workload, prepare for client meetings, keep cases and actions moving, and make sure nothing gets missed.
You'll become a key point of contact between the Adviser, clients and the wider practice.
The role would suit someone who already has experience in financial services and enjoys working at the centre of a busy advice practice.
You'll have plenty of responsibility, variety and the opportunity to develop your technical knowledge alongside an experienced Adviser.
- What you'll be doing
- Managing the Adviser's inbox, taking ownership of actions and making sure they are progressed
- Preparing for client meetings and ensuring the Adviser has everything they need
- Attending selected client meetings, taking clear notes and handing outcomes over to the wider team
- Managing and chasing the Adviser's pipeline, keeping outstanding actions and cases moving
- Coordinating with Client Servicing and Technical Administration teams
- Delegating appropriate tasks and monitoring their progress
- Arranging presentation and follow-up meetings once paraplanning is complete
- Responding to client and technical queries by phone and email
What we're looking for
You'll ideally have previous experience within financial services, wealth management or financial planning.
Experience within a
St. James's Place practice would be particularly useful, while a background in paraplanning, adviser support or technical administration would also be highly relevant.
You don't need to be a fully qualified paraplanner or adviser.
What's important is that you understand the financial planning environment, are confidentdealing with clients and colleagues, and have the organisational skills to stay on top of a busy Adviser's workload.
You'll need to be proactive, commercially aware and comfortable taking ownership rather than waiting to be told what to do.
If you spot something that needs sorting, you'll be the sort of person who gets on with it.
- What's on offer
- £35,000 starting salary, depending on experience
- 37.5 hours per week
- Flexible working pattern between 9am and 5pm
- 30 days' holiday + bank holidays
- Employer pension contribution
- Private healthcare after probation
- Paid CII membership
- Support and funding towards professional qualifications
- Ongoing training and development
- The opportunity to develop your career within a growing wealth management practice
If you're already working in financial services and are looking for a role with more responsibility, closer exposure to an Adviser and the opportunity to broaden your technical knowledge, we'd be interested in hearing from you.
Executive Assistant in Hailsham employer: Ellis James Partners Limited Careers
Join a dynamic and supportive financial planning firm in Staffordshire, where you'll have the chance to inherit a substantial client book and develop your career in a friendly, ambitious environment. With options for both employed and self-employed roles, hybrid working arrangements, and a strong focus on employee growth, this is an excellent opportunity for those looking to make a meaningful impact while enjoying a collaborative work culture. Benefit from competitive earnings potential, ongoing support, and the possibility of future company buy-in as you contribute to the firm's success.
Contact Details:
Ellis James Partners Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Executive Assistant in Hailsham
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Ellis James Partners Limited Careers. You never know who might be your next boss or a crucial contact!
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Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Ellis James Partners Limited Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Ellis James Partners Limited Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Executive Assistant in Hailsham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Ellis James Partners Limited Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Ellis James Partners Limited Careers how you can be a team player!
How to prepare for a job interview at Ellis James Partners Limited Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Ellis James Partners Limited Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Ellis James Partners Limited Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
