Executive PA - Recruit UK : Job Details

Job Title: Executive PA

Industry: Financial Advice

Location: Nottingham

Salary: up to £35,000

Job ref: 9486

Job Description:

Are you an experienced and proactive Executive PA looking for your next challenge in Financial Services? Do you thrive in a dynamic environment where no two days are the same? If so, we want to hear from you!

We are seeking an organized and professional Executive PA to provide high-quality support to one of the Senior Managers in our client's wealth management business. This is a key role where you will be considered the voice and face of the CEO, managing important relationships and ensuring seamless day-to-day operations.

Key Responsibilities but not limited to:

• Act as the first point of contact for clients and colleagues, managing their queries and referring them as necessary.

• Take charge of the diary, ensuring meetings and appointments are prioritized and organized efficiently.

• Prepare meeting materials, including documentation, reports, and presentations

• Coordinate client meetings, including booking reviews, handling paperwork

• Helping with additional administrative tasks as required

What’s in it for you:

• Competitive salary of up to £35,000 per year (dependent on skill set and qualifications)

• Hybrid working arrangement

• Generous benefits package, including:
  • 25 days holiday, plus bank holidays and birthday leave

  • Pension scheme

  • Death in service benefit

  • Private Health Insurance

  • Onsite parking
  • Company-funded events
  • Support for further qualifications and professional development

Skills and experience required:

• Strong communication skills, both written and verbal

• Experienced working in a wealth management company or IFA, within a sales support role

• Previous PA experience would be ideal

• A proactive, independent thinker who can solve problems and take initiative.

About Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Nottingham on an Executive PA role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.