Executive Assistant to Wealth Partner | Growth & Strategy

Ikrut; Ashby-de-la-Zouch; On-site; GBP 32,000 - 46,000; Full time

Job summary

LH Financial Planning Ltd, an Appointed Representative of St. James’s Place Wealth Management Plc, is seeking a Personal Assistant / Executive Assistant to support the Partner from Ashby de la Zouch. The role is office-based with a focus on maximizing client-facing time, business development, and strategic growth.

You will manage complex diaries, client relationships, and collaboration with paraplanning and admin teams to ensure efficient operations and proactive client service.

Qualifications

• Previous experience in a PA, EA or senior office support role.
• Knowledge and experience of financial services, ideally within an IFA or wealth management practice.
• Experience within the St. James's Place Partnership, with knowledge of SJP processes and systems (highly desirable).
• Exceptional stakeholder management skills.
• Advanced diary and inbox management capabilities.
• Knowledge of relevant FCA regulation (desirable).
• Experience of setting up and maintaining systems, processes and procedures.
• Experience of client management systems such as Salesforce (desirable).

Responsibilities

• Provide high-level executive support to the Partner, enabling maximised client-facing time and growth.
• Oversee diary and inbox management and coordinate client relationships.
• Support business planning activities and ensure smooth operation of the Partner's practice.
• Own client meeting preparation and follow-ups, collaborating with paraplanning and admin teams.

Skills

Diary management

Inbox management

Client relationships

Microsoft Office

Communication skills

Stakeholder management

Education

Experience as PA/EA

Tools

Salesforce

Job description

LH Financial Planning Ltd, an Appointed Representative of St. James’s Place Wealth Management Plc, is seeking a Personal Assistant / Executive Assistant to support the Partner from Ashby de la Zouch. The role is office-based with a focus on maximizing client-facing time, business development, and strategic growth.

You will manage complex diaries, client relationships, and collaboration with paraplanning and admin teams to ensure efficient operations and proactive client service.