Job description

Your new company

An established private wealth and advisory firm is seeking an experienced EA / Team Assistant to support a senior adviser within a high-performing client-facing team. Renowned for delivering tailored wealth solutions to high-net-worth clients, the organisation offers a collaborative culture, strong values, and a commitment to professional excellence.

Your new role

• Complex diary and inbox management for a senior adviser
• Coordinating internal and client meetings, including scheduling, room bookings, agendas and follow-up actions
• Preparing presentations, reports, meeting papers and client documentation
• Organising domestic and international travel, accommodation and expense management
• Providing executive support to assist with business priorities and stakeholder coordination
• Supporting client relationship management through timely follow-up and administrative assistance
• Coordinating team meetings, action registers and ongoing business initiatives
• Planning and delivering client and team events, from logistics through to post-event follow-up
• Liaising with internal teams to support business development and client engagement activities
• Assisting with project coordination and process improvement initiatives
• Providing broader administrative support to the advisory team when required

What you'll need to succeed

• Previous experience as an Executive Assistant, Administrative Business Partner or senior administrative professional supporting senior stakeholders
• Exceptional organisational skills with the ability to manage multiple priorities in a fast-paced environment
• Strong attention to detail and commitment to delivering high-quality work
• Excellent written and verbal communication skills
• A proactive, solutions-focused approach with strong judgement and discretion
• Advanced Microsoft Office skills, including Word, Excel and PowerPoint
• Experience using AI and digital productivity tools to improve efficiency
• Financial services, wealth management or professional services experience will be highly regarded

What you'll get in return

• Opportunity to work closely with senior leadership in a high-performing team
• Collaborative and professional working environment
• Exposure to high-net-worth clients and sophisticated advisory services
• Ongoing learning and development opportunities
• Competitive salary package and employee benefits
• Flexible, hybrid working pattern

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.