Executive Assistant to Financial Advisers

Executive Assistant to Financial Advisers

Pattingham South Staffordshire WV6

Permanent

Full-time

From 30000 (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