Executive Assistant
- Job Type: Executive Assistant
- Salary Range: £25,000 - £27,000 per annum, depending on experience
- Hybrid Working: First 6 months office based. After 6 months, Hybrid working – Tues, Wednesday and Thursday (office) and Monday and Friday (WFH)
- Working Hours: 8.30am – 17.00pm Monday to Thursday and 8.30am – 15.00pm on Fridays
We are seeking a highly organised and proactive Executive Assistant to support our client, they are a leading firm in the financial services industry. The ideal candidate will be a self-motivated individual with a keen understanding of the financial sector and the ability to manage complex tasks efficiently.
Day to Day of the Role:
- Create concise and detailed meeting notes for each client meeting, followed by a review letter, and complete the process within the CRM system.
- Accompany the Adviser to all external client meetings, with the willingness to drive as needed, ensuring the Adviser can work during the journey.
- Handle and manage technical queries, liaising with the Adviser to provide consistent and detailed responses.
- Complete all assigned tasks promptly, maintaining self-motivation and organisational excellence.
- Prioritise client outcomes in every task to ensure high standards of client satisfaction.
- Support the entire LWM team by being approachable and collaborative.
- Act as a liaison between the Adviser and the office, redirecting queries to focus on business opportunities.
- Stay commercially aware of market trends, regulations, politics, and relevant headlines to remain effective in the role.
- Actively book ‘prospect' client meetings with the Adviser, such as following up after seminars.
- Proactively manage personal and Adviser diaries to maximise effectiveness
This business offers excellent company and staff benefits - if you are interested in knowing more about the role, please click apply, or email your CV to .
Thank you.