Executive Assistant to Financial Advisers
Pattingham, South Staffordshire WV6
Permanent
Full-time
From £30,000 (Depending on Experience)
About the Role
We are seeking a highly organised, proactive and client-focused Executive Assistant to support a team of financial advisers within an established wealth management practice. This individual will play a critical role in ensuring advisers can focus on delivering exceptional client service by managing administrative workflows, coordinating client interactions and maintaining operational efficiency.
This position requires impeccable attention to detail, a high degree of professionalism and the ability to thrive in a fast-paced, client-centric environment.
Key Responsibilities
Adviser Support:
* Manage advisers' calendars, email inboxes and scheduling priorities
* Track key tasks, follow-ups and deadlines to ensure advisers stay on top of client and regulatory requirements
* Assist with preparing presentations, meeting preparation packs and internal meeting notes
* Maintain client records and ensure documents are updated on Salesforce and other relevant systems
* Process adviser expenses, invoices and reimbursement forms
* Coordinate travel arrangements and logistics as needed
Client Support and Coordination:
* Serve as the primary administrative point of contact for clients, ensuring a smooth, professional and timely experience
* Schedule and coordinate client meetings (in-person and virtual) on behalf of advisers
* Prepare client-facing materials, reports and meeting packs
* Carry out post-meeting administrative tasks, including client review letters
* Support new client onboarding processes, including documentation collection and system setup
* Handle routine client enquiries with excellent service and appropriate discretion
Compliance and Process Management:
* Ensure all client documentation meets compliance and data protection requirements
* Assist advisers with regulatory submissions, reminders and record keeping
* Identify opportunities to streamline workflows and improve administrative processes
* Support internal audits and compliance checks where needed
* Handle documentation including filing, scanning, archiving and ensuring compliance with regulatory standards
Skills and Experience
* Experience as an Executive Assistant, Administrative Assistant or Client Services Administrator, preferably within the wealth management or financial services sector
* Strong organisational and multitasking abilities with a high attention to detail
* Excellent written and verbal communication skills
* Ability to handle confidential financial and personal information with discretion
* Proficiency in Microsoft 365 (Outlook, Teams, Excel, Word, PowerPoint)
* Salesforce experience is advantageous
* Ability to work both independently and collaboratively in a fast-paced setting
* Client-centric approach with strong interpersonal skills and a polished, professional demeanour
Core Competencies
* Proactive mindset — anticipates needs and resolves issues before they arise
* Client service orientation — delivers a consistently high-quality experience
* Time management — juggles multiple priorities with ease
* Problem-solving skills — addresses challenges calmly and efficiently
* Adaptability — comfortable with change and shifting demands
* Integrity and discretion — trusted to manage confidential information
Location: In-person, South Staffordshire
Contract Type: Full-time, Permanent