Full job descriptionI’m recruiting on behalf of a boutique, high-growth wealth management firm looking for an exceptional PA/EA with experience in the wealth management or financial services sector.
This is a standout opportunity for someone who loves being at the centre of operations — supporting a CEO, partnering with an Executive Team, and ensuring the business runs like clockwork.
The role is perfect for someone who:
*Has 3+ years’ PA/EA experience supporting senior leaders
*Thrives in a fast-paced environment with shifting priorities
*Is proactive, solutions-focused, and always one step ahead
*Can confidently manage complex diaries, board packs, governance meetings, and project coordination
*Enjoys variety, from travel logistics to onboarding, office management, and internal communications
*Wants to build a long-term career within a collaborative, people-centric organisation
What makes this role exciting
You’ll work closely with the CEO, act as a trusted partner to the leadership team, and play a key role in shaping the internal rhythm of the business. No two days look the same and your impact will be felt across the entire organisation.
If you have wealth management experience and want a role where you can genuinely add value, I’d love to speak with you.
Please contact Ursula at Financial Divisions