Executive Assistant (EA) - Wealth Management Practice, St Albans, £35,000 - £45,000 (DOE), Hybrid

A successful St. James's Place Practice based in St Albans is looking to appoint an experienced Executive Assistant to provide high-level administrative and organisational support to the senior leadership team.

This is an excellent opportunity for a proactive and highly organised EA who enjoys working in a fast-paced professional environment and playing a key role in ensuring the smooth running of a busy wealth management practice.

Key Responsibilities

• Providing full executive support to senior advisers and directors, including diary management and meeting coordination.
• Managing client communications, ensuring a high standard of service at all times.
• Preparing meeting packs, client reports and documentation ahead of adviser meetings.
• Coordinating internal meetings, events and business activities.
• Supporting with practice operations, compliance administration and workflow management.
• Acting as a key liaison between advisers, clients and providers including Aviva, Fidelity International, Prudential plc, Aegon and Quilter.
• Maintaining accurate client records using back-office systems such as Xplan.
• Supporting wider operational tasks to ensure the practice runs efficiently.

Requirements

• Previous experience as an Executive Assistant, Personal Assistant, or Senior Administrator within a professional services environment (financial services experience beneficial).
• Strong organisational and diary management skills.
• Excellent communication skills and a professional client-facing manner.
• Strong attention to detail and ability to manage multiple priorities.
• Experience with CRM or back-office systems (training can be provided).

Benefits

• Salary: £35,000 - £45,000 depending on experience
• 4% Employer Pension (salary sacrifice)
• Life Cover - 3 salary
• Hybrid working available after training
• Professional development support including exams through the Chartered Insurance Institute

Interested?

For further information or to apply, please contact Sam at Financial Divisions.