Executive Assistant

Company Description

Pivotal is the UK’s leading mortgage and protection advice provider. Backed by LSL and Pollen Street Capital, we’ve rapidly built a nationwide network of more than 20 industry‑leading specialist teams with over 1,000 talented people – together delivering annual revenues exceeding £100 million. Our scale is matched by our specialism. Pivotal’s adviser teams cover every corner of the market – from mainstream residential to second charge, commercial, bridging, buy‑to‑let, landlord, protection, and home insurance.

We are here to outperform established players by combining next‑generation technology, data, and AI with the expertise and ambition of our people.

As a people‑first business, we want every colleague to excel, grow, and feel genuinely valued as we deliver more together. Our entrepreneurial partners lead award‑winning teams that deliver exceptional advice with speed, precision, and care. We’re obsessed with the client experience – moving fast, challenging convention, and setting new standards for service. Naturally curious and driven by progress, we value learning more than what we know and never stop striving for better.

At Pivotal, this is not just business – it is our business. We make smart decisions, act with ownership, and pursue excellence in everything we do.

Role Description

We are seeking a highly accomplished Personal Assistant to provide first‑class support to our CEO and core Executive Committee. This role requires a polished, proactive, and resourceful individual who thrives in a fast‑paced, high‑pressure environment and is passionate about providing excellent PA support at the highest level.

You will play a critical role in ensuring the diary and requirements for admin support are fully supported, enabling them to have a smooth‑running day. You will handle busy diaries and will help anticipate needs with precision. This role demands discretion, strong attention to detail, and the ability to perform under pressure while maintaining a calm and professional demeanour at all times.

Responsibilities

• PA Support: Provide seamless, high‑level PA support including management of very busy diaries, handling telephone screening / gatekeeping, booking meeting rooms and catering for internal / external meetings, coordinating meetings and displaying strong attention to detail
• Meeting Papers: Provide support with polishing PowerPoint presentations, doing Board minutes, distributing papers and using Teams/ Microsoft 365 for the team collaboration
• Travel Bookings: Seamlessly and accurately book all travel requirements including hotel bookings, transfers etc.
• Relationship Management: Provide solid and trustworthy PA support to the Executives via a positive and professional working relationship. Act as a first point of contact representing the firm with professionalism and discretion at all times.
• Expense & Financial Administration: Prepare and process expenses, and corporate card reconciliations with accuracy and timeliness.
• Confidentiality & Discretion: Handle sensitive information with the highest level of integrity and professional at all times.
• Ad‑hoc Projects: Provide positive contributions to ad‑hoc projects as and when needed.

Skills and Experience

• Stakeholder Engagement: Clearly understand stakeholder business priorities and requirements and has demonstrable experience supporting senior executives within the insurance or financial services sector. Builds positive and trusted working relationships with all key stakeholders.
• Driven: Works well under pressure, ability to problem solve and remains focused during times of challenge and ambiguity.
• Adapting to Change: Demonstrates openness and positive to change and embraces new processes, systems, ways of working when appropriate.
• Forward Thinking: Keeps an interest on latest ideas, trends and processes on how to efficiently support busy executives within the modern world.
• Collegiate Team Player: Thrives in collaborative environments, adds-value to team dynamics and consistently provides positive help and support to teamwork and aiding team culture.
• MS365 expert: Curious to learn about new Microsoft 365 tools to effectively enhance PA support and identifies processes or admin support where efficiencies can be leveraged.
• Continuous Improvement: Seeks stakeholder feedback to identify areas for improvement. Proposes adjustments to procedures based on learned experiences and outcomes. Proactively identifies opportunities to enhance the value of services.

Benefits

We offer all employees a comprehensive benefits package that focuses on their whole well‑being. This includes hybrid working with 3 days in the London office and 2 days working from home in South East England, a base salary up to £50k, 8% pension, 25 days\’ holiday, and a tightly knit, people‑first, professional working culture.

Career progression paths are actively offered, as this is a very visible role that can lead to a financial services mortgage or protection advisor role.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Administrative

Industries

Financial Services and Hospitality