Executive Personal Assistant to the Principal Adviser
About The Position
Our client is an independent financial planning firm helping individuals and families bring their mortgages, investments, pensions, protection and estate planning together into one joined-up plan. Clients come to our client to take the pressure off their finances and feel more in control of their future. Our client is now looking for an exceptional Executive Personal Assistant to support the Founder and Principal Adviser. This is a pivotal, trusted role at the heart of the business. You will not provide regulated financial advice. Instead, you will orchestrate the people, systems and information that sit around the advice process — protecting the adviser’s time and focus, coordinating complex workflows, and ensuring every client experience reflects our client’s values. The role As Executive PA to the Principal Adviser, you act as an extension of the adviser: anticipating needs, coordinating moving parts, and ensuring nothing slips through the cracks. Your work spans executive support, client coordination and operational workflow — all with one goal: enabling high-quality client conversations and long-term planning. This role suits someone who thrives on structure, clarity and ownership, and who genuinely enjoys making complex processes feel simple for others.
Requirements
- Proven experience supporting a senior executive in a professional services environment.
- Strong organisational and prioritisation skills.
- Confidence using multiple software systems.
- Excellent written and verbal communication in clear, plain English.
- Trusted with confidential information.
Nice To Haves
- Understanding of UK financial advice, mortgages, protection or estate planning.
- Familiarity with regulated environments and compliant record-keeping.
- Client-centred and empathetic.
- A careful listener who reflects information accurately.
- Proactive, calm and solutions-focused.
- Strong ownership mindset.
- Comfortable protecting independence and doing the right thing for clients.
Responsibilities
- Executive support to the Principal Adviser
- Client coordination and experience
- Operational workflow and systems coordination
- Marketing and relationship support
- Compliance and business management support
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
