via reed · 1 May 2026 ·40 days ago

Executive Assistant Financial Services co

Astral Recruitment
Wolverhampton Full-time GBP 30,000 – 32,000
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Our client is a successful and well established family run business specialising in Financial Planning to their clients

The company are dealing with full Financial Planning needs to a loyal client portfolio including tax pensions and investment advice

We are looking for an experienced EA to support 2 of the Financial Advisers

Key Responsibilities

  • Manage advisers’ calendars, email inboxes, and scheduling priorities.

  • Track key tasks, follow-ups, and deadlines to ensure advisers stay on top of client and regulatory requirements.•

  • Assist with preparing presentations, meeting preparation packs and internal meeting notes.

  • Maintain client records and ensure documents are updated on Salesforce and other relevant systems.•

  • Process adviser expenses, invoices, and reimbursement forms.

  • Coordinate travel arrangements and logistics as needed.

  • Serve as the primary administrative point of contact for clients, ensuring a smooth, professional, and timely experience.

  • Proficiency in Microsoft 365 (Outlook, Teams, Excel, Word, PowerPoint).

  • Salesforce experience is advantageous.

In return you will receive a competitive basis plus benefits package and chance of an immediate start

For more details call Jason at Astral

This listing is from reed. View original listing ↗

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