Executive Assistant

Executive Assistant to Financial Adviser HailshamHybrid£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 ..... full job details .....