Are you a proactive, professional EA with strong leadership capability, extensive experience within a wealth management environment and a thorough understanding of regulatory standards?

Would you thrive in a role with wide reach, taking responsibility for 1^st class support to executives, mentoring a team of administrators and ensuring operational efficiency?

A well-established and growing wealth management firm is seeking an experienced and highly organised Executive Assistant / Support Team Manager to play a pivotal role in supporting senior leadership and overseeing the day-to-day operations of the client support function.

What you’ll be doing day to day:

 Support Team Management

• Manage, mentor and delegate workload across the Support Team
• Create, review and enhance internal workflows and operational processes
• Act as the primary liaison with external service providers for queries, developments and system enhancements
• Oversee the preparation and distribution of quarterly investment reports and client documentation
• Supervise client onboarding and review processes, ensuring accurate documentation and timely system updates
• Coordinate with external PR advisers to produce quarterly newsletters and website content
• Organise and coordinate internal staff events

Executive Assistant Responsibilities

• Provide high-level administrative and organisational support to the CEO and COO
• Organise Board and Management meetings, including agenda preparation and minute-taking
• Ensure effective follow-up on key actions arising from meetings

The skills you need to bring:

• Experience as an Executive Assistant with some team management responsibilities
• 5 years’ experience in a similar role, ideally within a wealth management firm
• Outstanding organisational skills and the ability to prioritise effectively
• Strong written and verbal communication skills
• A professional, client-focused approach with a commitment to delivering exceptional internal and external service
• Approachable, with excellent relationship building skills
• Strong awareness of the FCA regulatory environment

Posted date: 11 Mar 2026