Executive Assistant to CEO
Connor Broadley Wealth Management | Mayfair, London
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.
The Role
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.
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
About You
We are looking for someone who is:
· Experienced 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, all while benefiting from a supportive team culture and a friendly, collaborative working environment.
Benefits Summary
· Competitive London 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 insurance and income protection
· Cycle to Work scheme and season ticket loan
· Long-term benefits including sabbatical opportunities
Company Description
Connor Broadley is a Mayfair-based, independent, owner-managed firm specialising in wealth management for private clients. The company takes a unique approach to wealth management by integrating financial planning, investment management, and strategy to achieve holistic financial success for clients. Clients are at the heart of everything we do, with a dedication to personable, attentive service and excellent communication that fosters trust and long-term relationships. Connor Broadley serves a diverse client base, with a strong presence in the vibrant creative industries, reflecting the dynamism and innovation that define our business ethos. Our high standards of service apply across all areas, ensuring tailored solutions for all individual.