Executive Assistant

A well-established independent financial planning firm in St Helens has created a brand new Executive Assistant job, working directly alongside its founder and CEO. This is a genuine opportunity to operate at the top of a respected firm, up to £42,000 plus a 5% employer pension, profit-share bonus, private medical and 26 days'' holiday rising to 30 with service.About the firm:The hiring firm is an independently owned, whole-of-market financial planning practice in St Helens, advising clients across wealth, pensions, inheritance tax, mortgages and protection. Built predominantly through client referral rather than advertising, it has grown consistently over two decades. It is consistently recognised for the quality of its client service and is founder-led in a way that keeps it human, collaborative and focused on the long term. This Executive Assistant job sits at the centre of that, closer to the founder than a standard EA position.The job:This Executive Assistant job was created to remove a bottleneck. After the CEO meets clients, the resulting actions have to reach the wider team to be processed, and that currently runs back through her. As Executive Assistant, you''ll own that handoff.Briefing team managers on client meeting outcomes on the CEO''s behalfAttending coaching sessions and networking events; managing all follow-up actionsDrafting ad hoc correspondence and written communications for the CEOSupporting diary coordination alongside a fast-moving CEO ..... full job details .....