Executive Assistant

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

Benefits offered by this job

Hybrid working

Salary £35,000 starting salary

Pension

Private healthcare

CII membership

Professional qualifications support

Ongoing training

Career development

Job summary

Ellis James Partners Ltd in Hailsham is seeking an Executive Assistant to support one of its senior Financial Advisers. This role goes beyond a traditional EA, partnering closely to manage the Adviser’s day-to-day workload, prepare for client meetings and keep cases moving so nothing is missed.

You’ll bring experience in financial services, thrive at the centre of a busy wealth management practice, and enjoy opportunities to develop your technical knowledge.

Qualifications

• Experience in financial services, wealth management or financial planning.
• Background in paraplanning or adviser support is advantageous.
• Understand financial planning environment and client relationships.
• Proactive and able to own tasks rather than wait to be told.

Responsibilities

• Manage the Adviser's inbox and ownership of actions.
• Prepare for client meetings and ensure Adviser has what is needed.
• Attend client meetings, take notes, share outcomes with the team.
• Manage and chase the Adviser's pipeline and outstanding actions.
• Coordinate with Client Servicing and Technical Administration teams.
• Delegate tasks and monitor progress.
• Arrange presentation and follow-up meetings after paraplanning.
• Respond to client and technical queries by phone and email.

Skills

Financial services experience

Paraplanning knowledge

Adviser support

Technical administration

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.