Executive Assistant

Executive Assistant Independent Financial Adviser
Part-time, 22.5 25 hours per week
Location: Worcester

We re looking for a highly organised and personable Executive Assistant to work 1:1 with an Independent Financial Adviser, providing dedicated support and helping to deliver a seamless client experience. This is a standalone role, perfect for someone who enjoys variety and takes pride in keeping everything running smoothly behind the scenes.

The Role
You ll be the Adviser s right hand managing diaries, preparing for client meetings, and handling day-to-day correspondence. From coordinating paperwork to liaising with clients and providers, you ll ensure that every interaction is handled with warmth and professionalism.

Key Responsibilities

• Provide direct 1:1 support to the Adviser
• Manage diaries, appointments, and meeting preparation
• Prepare and organise client files and documentation
• Be the first point of contact for clients, building positive relationships
• Maintain accurate records in line with compliance requirements
• Liaise with providers and clients to progress cases smoothly

About You

• Experienced PA/EA or senior administrator (financial services background is desirable)
• Highly organised, detail-focused, and able to juggle priorities
• Strong communicator, professional but personable
• Confident with Microsoft Office and open to learning new systems
• Discreet, dependable, and able to work independently

What s on Offer

• Part-time role, 22.5 hours per week (with some flexibility on working pattern)
• Competitive salary
• A supportive, boutique environment where your role makes a direct impact
• The opportunity to build a trusted, long-term 1:1 working relationship with the Adviser

If you re a proactive and reliable Executive Assistant who thrives in a one-to-one support role, we d love to hear from you.