Overview
Executive Assistant to an Independent Financial Adviser. Part-time, 22.5 hours per week. Location: Worcester. The role supports 1:1 with the Adviser and helps deliver a seamless client experience.
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 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
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
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