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Executive assistant

Worcester
Executive assistant
£30,000 - £35,000 a year
Posted: 3h ago
Offer description

Executive Assistant – Independent Financial Adviser Part-time, 22.5 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 * 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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