Executive Assistant – Independent Financial Adviser
Part-time, 22.5 -- 25 hours per week
Location: Worcester
We’re looking for a highly organised and personable Executive Assistant to work 1:1 with an Independent Financial Adviser, providing dedicated support and helping to deliver a seamless client experience. This is a standalone role, perfect for someone who enjoys variety and takes pride in keeping everything running smoothly behind the scenes.
The Role
You’ll be the Adviser’s right hand — managing diaries, preparing for client meetings, and handling day-to-day correspondence. From coordinating paperwork to liaising with clients and providers, you’ll ensure that every interaction is handled with warmth and professionalism.
Key Responsibilities
* Provide direct 1:1 support to the Adviser
* Manage diaries, appointments, and meeting preparation
* Prepare and organise client files and documentation
* Be the first point of contact for clients, building positive relationships
* Maintain accurate records in line with compliance requirements
* Liaise with providers and clients to progress cases smoothly
About You
* Experienced PA/EA or senior administrator (financial services background is desirable)
* Highly organised, detail-focused, and able to juggle priorities
* Strong communicator, professional but personable
* Confident with Microsoft Office and open to learning new systems
* Discreet, dependable, and able to work independently
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What’s on Offer
* Part-time role, 22.5 hours per week (with some flexibility on working pattern)
* Competitive salary
* A supportive, boutique environment where your role makes a direct impact
* The opportunity to build a trusted, long-term 1:1 working relationship with the Adviser
If you’re a proactive and reliable Executive Assistant who thrives in a one-to-one support role, we’d love to hear from you