At a Glance
- Tasks: Support the CEO by managing client meeting outcomes and drafting communications.
- Company: Join a respected independent financial planning firm in St Helens.
- Benefits: Competitive salary, generous holiday, pension contributions, and private medical insurance.
- Other info: Opportunity for career growth in a dynamic and supportive workplace.
- Why this job: Be at the heart of a growing firm and make a real impact.
- Qualifications: EA experience in an FCA-regulated environment and strong written communication skills.
The predicted salary is between 37000 - 42000 £ per year.
Eventus Recruitment are seeking an experienced Executive Assistant to join a well-regarded independent financial planning firm based in St Helens, Merseyside, in a full-time, permanent job. This is a brand new position paying £37,000 to £42,000, with flexibility above for the right candidate, alongside a 5% employer pension, 26 days' holiday rising to 30 days with service, profit-share bonus and private medical insurance.
The EA will work directly alongside the firm's founder and CEO from the St Helens office, sitting between the CEO and the wider team to ensure that client meeting outcomes are converted into action without the CEO remaining in the loop. For a candidate with genuine EA credentials and an FCA-regulated background, this is a rare opportunity to operate close to the top of a firm that is well regarded, still growing and genuinely human in how it works.
About the Role
This is not an Executive Assistant job in the conventional sense. It has been created because the CEO of a highly regarded independent financial planning firm is the operational relay between her client meetings and the wider team — and the firm has identified that as a bottleneck worth solving. The EA steps into that gap: taking what the CEO knows needs to happen and turning it into clear direction for the people responsible for making it happen, without the CEO needing to stay in the loop. The job also carries a visible external dimension — attending meetings and engagements alongside the CEO and managing everything that flows from them — and a written dimension, drafting correspondence and communications on the CEO's behalf.
Key responsibilities include:
- Briefing team managers accurately and completely on client meeting outcomes, so the CEO's time is not consumed by chasing or repeating
- Attending coaching sessions, networking events and external engagements alongside the CEO and managing all resulting actions
- Drafting ad hoc correspondence and written communications on the CEO's behalf
- Supporting diary coordination and schedule management to protect the CEO's time and availability
- Representing the CEO credibly at external events, with all travel costs covered
- Working confidently across the firm's modern technology stack, including AI tools, to manage and relay information efficiently
About You
The right candidate will have built their career in an EA or PA capacity within an FCA-regulated environment — ideally financial planning or financial advisory, though candidates from provider backgrounds or wider financial services will be genuinely considered where operational credibility and cultural fit are clear. What will not fit this job is an IFA administrator or paraplanner background — the experience needs to be shaped around executive support.
Alongside that regulated background, the role calls for someone who can draft clearly in the CEO's voice, pick up new technology without hand-holding, and carry themselves with quiet confidence at external events and in front of senior stakeholders.
You should also be able to demonstrate the following:
- EA experience gained within an FCA-regulated environment — financial planning or advisory preferred; provider and wider FS considered where the experience is strong
- Conceptual understanding of pensions, investments and inheritance tax — enough to accurately absorb, interpret and relay the outcomes of client meetings
- Confidence with modern systems and technology, including AI tools in a day-to-day professional context
- Strong written communication skills, with the ability to draft clearly and credibly on behalf of a senior principal
- Organised and accurate under a varied and fast-moving schedule, with the reliability that the handoff function demands
- Credible in external settings — comfortable representing the CEO at networking events and professional engagements
Benefits and Rewards
The Executive Assistant job comes with a well-rounded package. Salary of £37,000 to £42,000, with flexibility above for the right candidate, 5% employer pension contribution via salary sacrifice, 26 days' holiday plus.
Executive Assistant employer: The Eventus Recruitment Group
Join a well-regarded independent financial planning firm in St Helens, where you will have the unique opportunity to work closely with the CEO and make a tangible impact on the firm's operations. With a supportive work culture that values flexibility, professional growth, and employee well-being, you will enjoy competitive benefits including a generous holiday allowance, profit-share bonus, and private medical insurance. This role not only offers a chance to develop your skills in a dynamic environment but also allows you to represent the firm at external events, enhancing your professional network.
Contact Details:
The Eventus Recruitment Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Executive Assistant
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like The Eventus Recruitment Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Executive Assistant
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to The Eventus Recruitment Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on The Eventus Recruitment Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at The Eventus Recruitment Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with The Eventus Recruitment Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at The Eventus Recruitment Group 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
Before your interview, reach out to current or former The Eventus Recruitment Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
