Executive Assistant to Financial Adviser - Hybrid & Growth

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

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.