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- Tasks: Support the CEO and senior leadership in a dynamic wealth management firm.
- Company: Join a growing wealth management firm with a focus on innovation and strategy.
- Benefits: Enjoy a competitive salary, remote work Fridays, and generous holiday leave.
- Why this job: Gain valuable insights into business strategy while making a real impact daily.
- Qualifications: Experience supporting executives, strong organisational skills, and excellent communication.
- Other info: Fast-paced environment with opportunities for personal and professional growth.
The predicted salary is between 60000 - 75000 £ per year.
We are seeking an exceptional Executive Assistant to support the CEO and senior leadership team of a growing wealth management firm. This is a high-trust, high-impact role working closely with the CEO, helping ensure their time is spent on the most important strategic priorities while the day-to-day operations run smoothly. The role requires someone who is highly organised, discreet, proactive and calm under pressure, with experience supporting senior executives.
You will act as the central coordination point for the CEO, ensuring schedules, communications, and internal operations run efficiently. You will also support company events, marketing initiatives and CRM management.
Hours: 9am-5.30pm, Monday to Friday
Location: Mayfair (WFH on Fridays)
Salary: £60k-£75k
Start Date: May 2026
Interviewing: ASAP
Key Responsibilities
- Executive Support
- Manage complex diaries, inboxes and travel arrangements for the CEO
- Coordinate internal and external meetings including board meetings
- Prepare meeting briefings with relevant background information
- Act as gatekeeper for communications and prioritise urgent matters
- Draft and proofread emails and correspondence where required
- CRM & Relationship Management
- Maintain accurate contact records and relationship notes in the CRM
- Add new contacts, referrals and opportunities
- Ensure follow‑ups from meetings are captured and recorded
- Expense & Administration
- Manage expenses, accurately reconciling receipts to relevant meetings and events
- Prepare reports and support targeted communications, including mail merges
- Events & Marketing Support
- Support the Marketing Director with invitations, data management and event logistics
- Organise client events and assist with event hosting
- Track RSVPs, attendance and communications through the CRM
- Company Events
- Coordinate company socials and the annual Christmas party
- Organise the company’s annual away day
- Personal Assistance
- Provide ad‑hoc personal support to the CEO including travel logistics, appointments and occasional personal administration
- Operational Support
- Assist with operational and administrative tasks to support the wider team
- Help maintain systems and ensure smooth day‑to‑day business operations
Candidates must be / have
- Experience supporting senior executives or founders
- Highly organised with strong attention to detail
- Discreet and professional when handling confidential information
- Comfortable managing multiple priorities simultaneously
- Proactive and able to anticipate needs before they arise
- A strong communicator with excellent written skills
- Comfortable in social situations, including client event environments
- A warm, personable and approachable character
Experience within financial services, investment or professional services is helpful but not essential.
Why This Role
This role offers the opportunity to work closely with the CEO of a growing wealth management firm, gaining insight into business strategy, client relationships and operations. It is ideal for someone who enjoys being at the centre of a fast‑moving business and making a tangible impact every day.
Benefits Summary
- Competitive salary depending on experience and discretionary annual bonus
- Monday – Thursday in the London office, with Fridays working from home
- 25 days holiday plus bank holidays, with additional leave for long service
- Pension with employer contribution matching
- Private medical insurance, health and wellbeing support
- Life assurance and income protection
- Cycle to Work scheme and season ticket loan
- Long-term benefits including sabbatical opportunities
Executive Assistant to CEO, Wealth Management employer: Union Talent Limited
Contact Detail:
Union Talent Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive Assistant to CEO, Wealth Management
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management 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 openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its leadership team. Understand their values and recent projects, so you can show how your skills align with their goals. We want you to shine when you get that chance to impress!
✨Tip Number 3
Practice your communication skills! As an Executive Assistant, you'll need to be a strong communicator. Try mock interviews with friends or family to get comfortable discussing your experience and how it relates to supporting a CEO.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. Let’s get you that Executive Assistant role!
We think you need these skills to ace Executive Assistant to CEO, Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Executive Assistant role. Highlight your experience supporting senior executives and managing complex schedules. We want to see how your skills align with our needs!
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 high-impact role. Share specific examples of how you've been proactive and organised in past positions.
Showcase Your Communication Skills: Since this role involves a lot of communication, make sure your written application reflects your strong communication skills. Keep it clear, concise, and professional – we love a well-written application!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Union Talent Limited
✨Know Your CEO
Before the interview, do some research on the CEO and the company. Understand their vision, recent achievements, and any challenges they might be facing. This will help you tailor your responses and show that you're genuinely interested in supporting them.
✨Demonstrate Organisation Skills
Be prepared to discuss specific examples of how you've managed complex schedules or handled multiple priorities in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your organisational prowess.
✨Showcase Discretion and Professionalism
As an Executive Assistant, you'll be privy to sensitive information. Be ready to discuss how you've maintained confidentiality in previous roles. Share anecdotes that illustrate your discretion and professionalism, especially when dealing with high-level executives.
✨Engage in Role-Play Scenarios
Expect to be put through some role-play scenarios during the interview. Practice responding to urgent emails or managing a last-minute meeting request. This will demonstrate your ability to think on your feet and manage pressure effectively.