Job Title: Executive PA
Industry: Financial Advice
Location: Nottingham
Salary: up to £40,000
Job ref: 10150


Job Description:
Are you an experienced and proactive Executive PA looking for your next challenge in Financial Services? Do you thrive in a dynamic environment where no two days are the same? If so, we want to hear from you!
We are seeking an organized and professional Executive PA to provide high-quality support to one of the Senior Managers in our client’s wealth management business. This is a key role where you will be considered the voice and face of the CEO, managing important relationships and ensuring seamless day-to-day operations.
Key Responsibilities but not limited to:
*Act as the first point of contact for clients and colleagues, managing their queries and referring them as necessary.
*Take charge of the diary, ensuring meetings and appointments are prioritized and organized efficiently.
*Prepare meeting materials, including documentation, reports, and presentations
*Coordinate client meetings, including booking reviews, handling paperwork
*Helping with additional administrative tasks as required
What’s in it for you:
*Competitive salary of up to £40,000 per year (dependent on skill set and qualifications)
*Hybrid working arrangement (post probation)
*Generous benefits package, including:
*25 days holiday, plus bank holidays and birthday leave
*Pension scheme
*Death in service benefit
*Private Health Insurance
*Onsite parking
*Company-funded events
*Support for further qualifications and professional development
Skills and experience required:
*Strong communication skills, both written and verbal
*Experienced working in a wealth management company or IFA, within a sales support role
*Previous PA experience would be ideal
*A proactive, independent thinker who can solve problems and take initiative.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Nottingham on an Executive PA role.


Our commitment to you
*Start every journey with a conversation to find out about you in depth.
*Provide honest feedback on where you fit in the jobs market.
*Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
*Take a holistic mindfulness approach – career happiness is rarely just about the money.
*Cover the whole of the UK with a local touch through our regional teams.
*Never pester you.