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- Tasks: Support senior executives with scheduling, meetings, and travel arrangements in a fast-paced environment.
- Company: Join a leading financial services brand experiencing rapid growth and innovation.
- Benefits: Attractive salary, company bonus, comprehensive benefits, and flexible working options.
- Other info: Home-based with hybrid flexibility and opportunities for career advancement.
- Why this job: Make a meaningful impact while working closely with top executives in a dynamic setting.
- Qualifications: Experience as an EA, strong organisational skills, and proficiency in Microsoft Office.
The predicted salary is between 45000 - 50000 £ per year.
Our national Financial Planning & Investment Management client is going through rapid expansion to become one of the major leading brands in Financial Services. They deliver sophisticated financial planning and investment management solutions through a technology-led service to enhance client experiences, whilst delivering expert levels of regulated advice.
This newly created opportunity will see you working with the Senior Executives delivering the highest levels of EA support. This is a kudos role for any highly experienced EA, with the visibility to be working in a demanding but extremely rewarding department.
Our client is seeking a highly organised and efficient Executive Assistant (EA) to provide executive-level administrative support to senior stakeholders. The role requires thriving in a fast-paced, ever-evolving environment and being eager to make a meaningful impact.
As an EA, you will be instrumental in ensuring smooth day-to-day operations by managing schedules, forward planning for upcoming meetings, and oversight of key governance meetings for senior executives and other key stakeholders.
Key Responsibilities- Manage and prioritise the schedules and inboxes for four senior stakeholders, ensuring appointments are organised efficiently.
- Plan and coordinate demanding calendars, providing comprehensive support for meetings, travel, and deadlines while considering future commitments and priorities.
- Organise and manage internal and external meetings, liaising with relevant parties to ensure all logistics are handled seamlessly.
- Handle incoming communication on behalf of senior executives, ensuring messages are directed to the appropriate parties and responses are timely.
- Serve as Secretary to the Investment Business, including agenda writing, formatting, and collating papers. Produce minutes and action items.
- Serve as Secretary to support broader forums, including Distribution and Practitioners.
- Travel Arrangements: Book and manage travel and transport for senior executives, ensuring smooth and cost-effective arrangements.
- Expense Management: Assist with expense reporting for senior stakeholders, ensuring accurate submission via the Xero system.
- Relationship Building: Build and maintain strong relationships with internal teams and external contacts, ensuring smooth communication and collaboration.
- Proven experience as a Personal Assistant or Executive Assistant in a fast-paced, professional environment.
- Exceptional organisational and time-management skills, with the ability to manage multiple priorities and deadlines.
- Strong communication skills, both written and verbal, with the ability to interact with senior executives and stakeholders.
- Experience producing board packs and minutes.
- Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and experience with Xero or similar accounting software is an advantage.
- Strong attention to detail and high standards of accuracy.
- Ability to maintain confidentiality and manage sensitive information with discretion.
- Proactive and resourceful with a solutions-oriented mindset.
- Experience coordinating events and managing travel logistics is highly desirable.
- Ability to work effectively under pressure and in a collaborative team environment.
Previous experience in Financial Services is key, specifically in Financial Advice and/or Investment Management will be highly desirable. This position will be home based/flex hybrid with travel to various London. This is an award-winning, notable brand, one which is going through expansion through Private Equity investment. There has never been a better time to join the business. A highly attractive salary, company bonus, alongside comprehensive benefits are all available.
Location: South East/London – Flex/Hybrid Working with travel to London | Salary: £45,000 – £50,000 per annum | Job type: Permanent | Posted: 19/06/2025
Executive Assistant employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive Assistant
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for an Executive Assistant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its executives. Understand their values and recent developments in the financial planning and investment management space. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! As an EA, you'll need to interact with senior stakeholders regularly. Consider doing mock interviews with friends or family to refine your verbal and written communication, ensuring you come across as confident and professional.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Executive Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Executive Assistant role. Highlight your experience in managing schedules, coordinating meetings, and any relevant software skills. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this fast-paced environment. Share specific examples of how you've thrived in similar roles and how you can make a meaningful impact at StudySmarter.
Show Off Your Communication Skills: Since this role involves liaising with senior executives, it's crucial to demonstrate your strong communication skills. Make sure your application is clear, concise, and free of errors. We love attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you're proactive – a key trait for an EA!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Executive Assistant role and its responsibilities. Familiarise yourself with the key tasks mentioned in the job description, like managing schedules and producing minutes. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
During the interview, be ready to share specific examples of how you've successfully managed multiple priorities in a fast-paced environment. Use the STAR method (Situation, Task, Action, Result) to structure your answers, highlighting your exceptional organisational skills and attention to detail.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about potential challenges an Executive Assistant might face, such as scheduling conflicts or last-minute changes. Prepare thoughtful responses that showcase your proactive and resourceful mindset.
✨Build Rapport with Interviewers
Since relationship building is crucial for this role, focus on establishing a connection with your interviewers. Be personable, engage in small talk, and express genuine interest in their experiences at the company. This will not only make you memorable but also demonstrate your strong communication skills.