Executive Personal Assistant to Founder & Principal Adviser

Our client is an independent financial planning firm helping individuals and families bring their mortgages, investments, pensions, protection and estate planning together into one joined-up plan. Clients come to them to take the pressure off their finances and feel more in control of their future.

They're now looking for an exceptional Executive Personal Assistant to support the Founder and Principal Adviser. This is a pivotal, trusted role at the heart of the business.

You won't provide regulated financial advice. Instead, you'll orchestrate the people, systems and information that sit around the advice process — protecting the adviser's time and focus, coordinating complex workflows, and making sure every client experience reflects the firm's values.

This role suits someone who thrives on structure, clarity and ownership, and who genuinely enjoys making complex processes feel simple for others.

What's on offer<...