Executive Assistant

Ellis James Partners Limited; Hailsham; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Employer pension contribution

Private healthcare after probation

Paid CII membership

Support and funding towards profes s

Job summary

Ellis James Partners Limited in Hailsham is seeking an Executive Assistant to support a Financial Adviser in a hybrid role. The position carries a starting salary of £35,000, with 37.5 hours per week and a range of benefits.

You will manage the Adviser's inbox, prepare for client meetings, and ensure smooth handling of client cases while collaborating with the broader practice. This role offers progression within a growing wealth management team.

Qualifications

• Experience in financial services, wealth management, or financial planning.
• Experience in a St. James's Place practice is advantageous.
• Paraplanning/adviser support background is relevant, not required to be fully qualified.

Responsibilities

• Managing the Adviser's inbox, taking ownership of actions and progressing them.
• Preparing for client meetings and ensuring the Adviser has everything needed.
• Attending selected client meetings, taking notes and handing outcomes to the team.
• Managing and chasing the Adviser's pipeline, keeping actions moving.
• Coordinating with Client Servicing and Technical Administration teams.
• Delegating tasks and monitoring progress.
• Arranging meetings after paraplanning is complete.
• Responding to client and technical queries by phone and email.

Skills

Financial services experience

Client communication

Organisational skills

Proactive

Job description

Executive Assistant to Financial Adviser Hailsham

Hybrid

£35,000 starting salary, depending on experience

A well-established St. James's Place financial planning practice in Hailsham is looking for an Executive Assistant to support one of its senior Financial Advisers.

This is much more than a traditional EA or administration role.

You'll work closely with the Adviser to manage their day-to-day workload, prepare for client meetings, keep cases and actions moving, and make sure nothing gets missed. You'll become a key point of contact between the Adviser, clients and the wider practice.

The role would suit someone who already has experience in financial services and enjoys working at the centre of a busy advice practice. You'll have plenty of responsibility, variety and the opportunity to develop your technical knowledge alongside an experienced Adviser.

What you'll be doing

• Managing the Adviser's inbox, taking ownership of actions and making sure they are progressed
• Preparing for client meetings and ensuring the Adviser has everything they need
• Attending selected client meetings, taking clear notes and handing outcomes over to the wider team
• Managing and chasing the Adviser's pipeline, keeping outstanding actions and cases moving
• Coordinating with Client Servicing and Technical Administration teams
• Delegating appropriate tasks and monitoring their progress
• Arranging presentation and follow-up meetings once paraplanning is complete
• Responding to client and technical queries by phone and email

What we're looking for

You’ll ideally have previous experience within financial services, wealth management or financial planning.

Experience within a St. James's Place practice would be particularly useful, while a background in paraplanning, adviser support or technical administration would also be highly relevant.

You don't need to be a fully qualified paraplanner or adviser. What's important is that you understand the financial planning environment, are confidentdealing with clients and colleagues, and have the organisational skills to stay on top of a busy Adviser's workload.

You’ll need to be proactive, commercially aware and comfortable taking ownership rather than waiting to be told what to do. If you spot something that needs sorting, you’ll be the sort of person who gets on with it.

What's on offer

• £35,000 starting salary, depending on experience
• 37.5 hours per week
• Flexible working pattern between 9am and 5pm
• 30 days' holiday + bank holidays
• Employer pension contribution
• Private healthcare after probation
• Paid CII membership
• Support and funding towards professional qualifications
• Ongoing training and development
• The opportunity to develop your career within a growing wealth management practice

If you're already working in financial services and are looking for a role with more responsibility, closer exposure to an Adviser and the opportunity to broaden your technical knowledge, we'd be interested in hearing from you.