Linkedin Icon
Instagram icon
Email Icon
Telephone icon

EA, Financial Services

  • Salary: £60,000 + benefits
  • Location: West End
  • Consultant: Emily Aldrich | 020 7588 8999
  • Reference: 22658
Apply

Are you an experienced EA looking for a role supporting a highly regarded leader and small team?

With a background in financial services, you’ll be up to speed for this one.

Are you a perfectionist with a quick mind and a brilliant organiser with great attention to detail?

Do you thrive when preparing pitch decks, producing graphics, managing guest lists, arranging events, updating systems & CRM? Do you get creative when using Adobe InDesign?

This role is to work for a boutique financial firm located in stunning offices close to Green Park - in office everyday.

If you have languages, that will be a great bonus!

 What you’ll be doing day to day: 

  • Acting as right hand to the team
  • Maintaining contact information on prospective and existing clients and advisors
  • Gathering data from multiple sources
  • Producing detailed presentations and marketing material
  • Arranging end to end client and industry events including conferences
  • Arranging roadshow logistics
  • Managing travel arrangements, agendas, expenses
  • Creating marketing material for the Capital markets team of 4
  • Producing correspondence, recording it in the CRM
  • Providing admin support to the team

The skills you need to bring: 

  • Must have a “can do” attitude
  • Highly organised and process-driven
  • Exceptional customer service skills and ability to build rapport
  • Exceptional attention to detail and accuracy
  • Excellent oral and communication skills
  • Ability to deliver with minimal supervision
  • Ability to work in a fast-paced environment – be “unflappable”
  • Ability to work to tight deadlines and use initiative
  • In office hours 9.30 – 6.30 Monday – Friday occasional work from home 1 day a week
  • Advanced Microsoft suite (Word, Excel, PowerPoint, Teams and Zoom, CRM including Pipedrive or Salesforce), Adobe InDesign
  • 2nd language helpful

Posted date: 20 Oct 2025

Apply

Related jobs

Aldrich & Co
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.