Executive Assistant

Executive Assistant – Home-Based (Midlands Area) - £40,000

An established, progressive UK-wide independent financial advice business is seeking an experienced Executive Assistant to provide high-level support to the designated Executive and the wider team.

The organisation works with both corporate and personal clients, providing tailored financial advice across savings, investments and retirement planning. It also partners with building societies to deliver independent financial advice to their customers and supports corporate clients with employee benefits, group risk and protection solutions.

Package & Benefits:

Employee Benefits Trust
Generous holiday allowance, with the option to buy or sell additional days
Funded professional qualifications
Remote working with some visits to local office
Strong pension scheme
6% flexible benefits allowance, including:
Private Medical Insurance
Death in Service Cover
Group Income Protection
Critical Illness Cover
Lease Car Scheme

The Role:

As Executive Assistant, you will provide proactive and efficient support to the Financial Planning Director, ensuring the smooth running of day-to-day activities and effective coordination across the wider leadership team.

Key responsibilities will include:

Managing diaries, inboxes, meetings and travel arrangements.
Acting as the central coordination point for the Financial Planning leadership team.
Organising leadership meetings, including preparing agendas, papers and tracking actions, responsibilities and deadlines.
Maintaining action logs and proactively following up with Regional Directors and senior stakeholders.
Managing a forward calendar of key meetings, events, reporting deadlines and business activities.
Coordinating information for leadership, Executive and Board reporting, ensuring deadlines are met.
Supporting communications and information requests across the wider Financial Planning function and regional teams.
Coordinating meetings, events and activities involving Financial Planners, Regional Directors and Sales leaders.
Supporting onboarding and key activities for Financial Planners and leadership colleagues.
Identifying matters requiring the Director's attention, decisions or escalation.
Taking ownership of routine administration, organisation and follow-up to allow the Financial Planning Director to focus on strategic priorities.
Required

Skills & Experience:

Previous experience in an Executive Assistant or Personal Assistant role.

Experience with in financial services or a regulated environment would be advantageous.
Excellent attention to detail and organisational skills.
Strong IT skills and confidence using a range of systems.
Ability to manage competing priorities and work to strict deadlines.
Excellent communication skills and the confidence to engage with senior stakeholders.
A proactive approach, with the ability to work independently and use initiative.
This is an excellent opportunity to join a forward-thinking financial services organisation in a fully remote Executive Assistant role, offering a competitive benefits package and opportunities for professional development.

If you are interested in finding out about this exciting Executive Assistant opportunity, please click ‘apply now’.

Chase & Holland acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. We specialise in finance, supply chain, HR, IT and office support recruitment and comfortably service Yorkshire, Derbyshire, Nottinghamshire, Leicestershire, Staffordshire and Lincolnshire