Executive Assistant

Headturner Search; Worcester; On-site; GBP 20,000 - 30,000; Part time

Job summary

A financial advisory firm in Worcester is looking for a proactive Executive Assistant to provide 1:1 support to an Independent Financial Adviser. This part-time role (22.5 hours per week) requires strong organizational and communication skills, along with proficiency in Microsoft Office. The ideal candidate will help deliver a seamless client experience in a supportive environment, fostering long-term relationships with clients and the Adviser.

Benefits

Competitive salary

Supportive environment

Flexible working hours

Qualifications

• Experience as an Executive Assistant or senior administrator, preferably in financial services.
• Ability to juggle priorities, be detail-focused, and organized.
• Confident in using Microsoft Office and willing to learn new systems.

Responsibilities

• Provide direct 1:1 support to the Adviser.
• Manage diaries, appointments, and meeting preparation.
• Be the first point of contact for clients, building positive relationships.

Skills

Organisational skills

Communication skills

Microsoft Office proficiency

Discretion

Relationship building

Job description

Overview

Executive Assistant to an Independent Financial Adviser. Part-time, 22.5 hours per week. Location: Worcester. The role supports 1:1 with the Adviser and helps deliver a seamless client experience.

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 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