Executive Assistant, Financial Advisory

Executive Assistant, Financial Advisory

Full-Time 45000 - 55000 £ / year (est.) Home office (partial)
Teneo external feed for LinkedIn

At a Glance

  • Tasks: Support senior leaders in a fast-paced financial advisory environment with exceptional organisational skills.
  • Company: Join Teneo, a global CEO advisory firm with a focus on innovation and collaboration.
  • Benefits: Enjoy 28 days holiday, a bonus scheme, and extensive personal development opportunities.
  • Other info: Flexible hybrid working model with a supportive and inclusive workplace culture.
  • Why this job: Be part of high-profile transactions and work with top-tier professionals in the industry.
  • Qualifications: Experience as an Executive Assistant in professional or financial services is essential.

The predicted salary is between 45000 - 55000 £ per year.

Full time, hybrid role - 3 days in the London office, 2 days at home. We are seeking a highly organised and efficient Executive Assistant to support London/UK based Senior Managing Directors (SMD’s) and Managing Directors (MD’s) who focus on global financial advisory transactions. This is an exciting opportunity to be involved in a fast paced, high growth business alongside market leading SMDs and MD’s who work with some of the largest / high profile businesses in the world on big ticket transactions.

This is a busy and varied role which requires experience supporting a team in a fast paced environment, who can bring exceptional organisational and communication skills. The ideal candidate will have experience in a similar environment and enjoy a role where an ability to multi-task and liaise effectively with people of all levels across different organisations, countries and cultures is key.

You should be able to pre‑empt issues or problems before they arise and work closely with your SMD’s and MD’s in helping them to find solutions. You will also be responsible for building relationships with counterparts at client organisations and across the Teneo network globally.

Key Responsibilities
  • Main point of contact when the SMD’s and MD’s are unavailable – dealing with very senior international personnel on their behalf.
  • Holds key relationships with counterparts EAs/PAs at client offices and builds knowledge of key clients.
  • Looks ahead and is responsible for the proactive management of SMD’s and MD’s calendars.
  • Anticipates diary/calendar changes and responds accordingly.
  • Manages and coordinates flight and other travel activities, ensuring timely preparation whilst adhering to the firm’s travel policy to ensure cost efficiencies at all times.
  • Assisting with the preparation of any travel‑related visa applications and other protocols.
  • Stay ahead of the SMDs and MD’s and anticipate their needs, taking responsibility for filtering, prioritising and escalating issues as appropriate and recommending solutions to issues.
  • Manages business‑sensitive information in a professional manner and maintains highest levels of confidentiality.
  • Supports other EAs during times of leave or sickness and creates a supportive and efficient environment for the wider support team to work in.
  • Is flexible and adaptable in taking on new tasks or supporting other areas of the business when required.
  • Leads by example, including demonstrating teamwork with colleagues and participating in support team meetings or events to enhance the office environment.
  • Demonstrates a collegiate and collaborative style, actively getting to know peers across the consultancy and using this to better understand all areas of our offer.
  • Supports a learning culture and plays an active role in sharing knowledge and insight, as well as attending relevant training.
  • Is committed and enthusiastic and creates an environment which is client‑centric, focused and reflects the importance of our relentless focus on clients.
  • Creates a positive and highly professional atmosphere with a can‑do attitude, always focused on pre‑empting issues/problems and being solutions‑focused.
  • Sources information/documents and pre‑brief material from relevant sources ahead of meetings to prepare the SMD’s and MD’s.
  • Actively finds solutions to enable the SMD’s and MD’s to complete tasks or attend meetings.
  • Supports senior leaders directly with their clients and teams and where necessary providing administrative and presentation support to ensure client projects can be delivered at times of time pressure or resource constraints.
  • Organises events to include client lunches, dinners and any other ad hoc client entertainment.
  • Organises team meetings, coordinating any data documentation for discussion.
  • Manages, coordinates and processes all expenses in a timely manner.
Key Skills & Experience
  • First‑class Executive Assistant experience from a professional services and/or financial services environment with demonstratable exceptional communication and organisation skills.
  • Has extensive experience supporting business leaders in senior management.
  • Becomes quickly familiar with the Teneo brand and quality guidelines/IT systems and kit, administrative processes and Teneo internal systems.
  • Has extreme attention to detail and superior organisational skills in pursuing and completing, to full resolution and satisfaction, multiple and overlapping tasks.
  • Uses knowledge of the business to support the SMD's and MD's.
  • Liaises with, builds and maintains relationships with key contacts – both internal and external.
  • Is aware of current policies such as travel, expenses, gifts, and entertainment etc.
  • Professional telephone manner.
  • Diplomatic, discreet, polite and patient.
  • Must have an adaptable, keen and flexible approach.
  • Accurate typing.
  • Advanced Outlook skills (proficient use of email, calendar, internet and intranet essential).
  • Strong IT skills in MS Word, Excel & PowerPoint essential.
What can we offer you?

New joiners are supported by a week‑long induction programme, and continuous improvement is achieved through a structured and tailored programme that suits your career development. We offer a whole host of benefits and reward including:

  • 28 days holiday
  • Discretionary Bonus Scheme
  • Cash benefits allowance
  • Pension Scheme
  • Extensive investment in personal development & learning
  • Enhanced maternity and paternity leave (depending on length of service) and shared parental leave
  • Group Income protection
  • Life assurance
  • Cycle to work schemes
  • Regular social, cultural and charitable activities
About Teneo

Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand‑alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions, and organisations.

Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organisational design, board and executive search, geopolitics and government affairs, corporate governance, ESG and DE&I. The firm has more than 1,600 employees located in 40+ offices around the world.

Equal Opportunity Statement

Teneo are passionate about creating an inclusive workplace that promotes and values diversity. We ensure that all employees and candidates are treated fairly and we strive to ensure that our company is representative of all sections of society. We value people as individuals with diverse opinions, cultures, lifestyles and circumstances. Each employee should be respected and valued and be able to give their best as a result. We want to ensure our workplace in London continues to be one where different voices are heard, valued and embraced – for the benefit of our employees and working culture, our clients and the quality of our work, as well as for the ultimate performance of our business. We are committed to equal opportunities for all and provide these opportunities irrespective of an individual’s race, ethnic origin, disability, age, nationality, national origin, sex or sexual orientation, gender reassignment, pregnancy or maternity, religion or belief, marital status and social class. We oppose all forms of unlawful and unfair discrimination.

In order for us to continue refining our policies, practices and ways of working to foster our desired culture, we need to collect data about our applicants during the recruitment process. Please complete our Equal Opportunities Form which will allow us to monitor and analyse our data. You are under no obligation to provide this data (for all selections there is a “I do not wish to answer” option) but we can assure you that any information provided on this form will be treated as strictly confidential and will be used for statistical purposes only. It will not be seen by those involved in the selection process. You can find our privacy policy here.

Teneo is committed to providing reasonable adjustments for qualified individuals with disabilities in our interview process. If you need assistance or an adjustment due to a disability, you may contact us at LON-STR-Recruitment@teneo.com.

Executive Assistant, Financial Advisory employer: Teneo external feed for LinkedIn

Teneo is an exceptional employer that fosters a dynamic and inclusive work culture, offering a hybrid working model that balances office collaboration in London with the flexibility of remote work. Employees benefit from extensive personal development opportunities, a generous holiday allowance, and a supportive environment that values teamwork and diversity, making it an ideal place for those seeking meaningful and rewarding careers in financial advisory.

Teneo external feed for LinkedIn

Contact Details:

Teneo external feed for LinkedIn Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Executive Assistant, Financial Advisory

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We think you need these skills to ace Executive Assistant, Financial Advisory

Organisational Skills
Communication Skills
Multi-tasking
Relationship Management
Proactive Problem-Solving
Diary Management
Travel Coordination

Some tips for your application 🫡

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How to prepare for a job interview at Teneo external feed for LinkedIn

Brush Up on Financial Analysis Skills

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Prepare for Case Studies

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Show Your Passion for Finance

Since this is a full-time position, employers at Teneo external feed for LinkedIn 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

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