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Executive Assistant
Job Posted: 12 hours ago
Salary: £ 28,000 - 32,000 / Annum
Job Type:
Location: Worcester, Worcestershire
Expire in: a month
Job Description
Executive Assistant – Independent Financial Adviser
Part-time, 22.5 -- 25 hours per week
Location: Worcester
We’re looking for a highly organised and personable Executive Assistant to work 1:1 with an Independent Financial Adviser, providing dedicated support and helping to deliver a seamless client experience. This is a standalone role, perfect for someone who enjoys variety and takes pride in keeping everything running smoothly behind the scenes.
The Role
You’ll be the Adviser’s right hand — managing diaries, preparing for client meetings, and handling day-to-day correspondence. From coordinating paperwork to liaising with clients and providers, you’ll ensure that every interaction is handled with warmth and professionalism.
Key Responsibilities
* Provide direct 1:1 support to the Adviser
* Manage diaries, appointments, and meeting preparation
* Prepare and organise client files and documentation
* Be the first point of contact for clients, building positive relationships
* Maintain accurate records in line with compliance requirements
* Liaise with providers and clients to progress cases smoothly
About You
* Experienced PA/EA or senior administrator (financial services background is desirable)
* Highly organised, detail-focused, and able to juggle priorities
* Strong communicator, professional but personable
* Confident with Microsoft Office and open to learning new systems
* Discreet, dependable, and able to work independently
*
What’s on Offer
* Part-time role, 22.5 hours per week (with some flexibility on working pattern)
* Competitive salary
* A supportive, boutique environment where your role makes a direct impact
* The opportunity to build a trusted, long-term 1:1 working relationship with the Adviser
If you’re a proactive and reliable Executive Assistant who thrives in a one-to-one support role, we’d love to hear from youBefore You Apply
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- Bank details.
- National Insurance number.
- Date of birth.
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Looking for your next career move? Join a top company hiring Executive Assistant job near me in Worcester, Worcestershire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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