Executive Assistant

Executive Assistant Independent Financial Adviser Part-time, 22.5 25 hours per week Location: Worcester We re looking for a highly organised and personable Executive Assistant to work 1:1 with an Independent Financial Adviser, providing dedicated support and helping to deliver a seamless client experience. This is a standalone role, perfect for someone who enjoys variety and takes pride in keeping everything running smoothly behind the scenes. The Role You ll be the Adviser s right hand managing diaries, preparing for client meetings, and handling day-to-day correspondence. From coordinating paperwork to liaising with clients and providers, you ll ensure that every interaction is handled with warmth and professionalism. Key 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 is 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 ..... full job details .....