Personal Assistant in Wilmslow

Equilibrium is more than a Chartered Financial Planning company - we’re an award-winning, independent firm based in Handforth, Cheshire, with a clear purpose: making people’s lives better. Whether it’s our clients, our team, or our community, we’re committed to creating a positive impact in everything we do. We’re also proud to manage over £1.3bn in assets on behalf of our clients. Finding the right people is the secret to our success. We're incredibly proud of our amazing team and their dedication to excellence. In return, we offer a supportive, engaging environment, fantastic benefits, and real opportunities for development. We’re serious about what we do, we don’t take ourselves too seriously though, and make time for fun along the way too!

We’re entering an exciting phase of growth, with plenty of opportunity ahead. As our Personal Assistant, you’ll play a key role in supporting our CEO and wider executive team - keeping things organised, managing the day-to-day, and ensuring nothing is missed along the way.

To achieve this, our new Personal Assistant will:

• Provide high-quality administrative support to the CEO and the wider exec team, ensuring smooth day-to-day operations.
• Manage busy and ever-changing diaries, scheduling meetings and coordinating appointments effectively.
• Act as a first point of contact for the CEO, handling incoming communications and directing queries appropriately.
• Prepare, format, and proofread documents, presentations, and correspondence to a high standard.
• Organise travel arrangements, including bookings, itineraries, and expense management.
• Coordinate meetings, including scheduling, preparing materials, and taking accurate minutes where required.
• Maintain organised records, files, and databases with a high level of accuracy and confidentiality.
• Provide general administrative support across the team as needed.
• Build and maintain positive working relationships with internal and external contacts.

To be successful in this role, you will have:

• Strong organisational skills with the ability to manage multiple tasks and prioritise effectively.
• Good working knowledge of Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• The ability to manage your own workload and meet deadlines.
• Excellent attention to detail and accuracy.
• Strong communication skills, both written and verbal.
• A professional and discreet approach when handling confidential information.
• A flexible and proactive attitude, with a willingness to support where needed.

At Equilibrium, we live our values through the following:

• Integrity – we treat everyone with respect, take responsibility for ourselves and what we do, and are open and authentic in all of our dealings.
• Growth – we foster a growth mindset, with a curiosity and desire to learn and grow both professionally and personally.
• Simplicity – we look for the clearest path to the best outcome, being adaptable in our approach. We are clear communicators with the ability to land a message appropriate to our audience.
• Excellence – we will consistently work to high standards, showing great care and attention to detail in everything that we do.

So why join us? At Equilibrium, we work hard, support each other, and make time for fun along the way, with a strong focus on learning, growth, and development. We’re committed to helping our people succeed, offering funded study support, including materials, exam fees, and paid study leave. Our performance-related bonus of up to 7% rewards team success and shared achievements. We also offer a generous annual leave package and a comprehensive benefits package, including pension, death in service, and income protection.