Executive Assistant (Financial Planning firm) - to £38k - Surrey

£35,000 - £38,000 yearly
  • Recruit UK
  • Guildford, UK
  • 19/07/2021
Full time Paraplanner Senior Manager

Job Description

• Please mention Financial Planning Jobs when applying for this role •

Job Title: Executive Assistant

Industry: Financial Planning

Location: Guildford

Salary: Up to £38,000

Job Reference: 15469

Job Description:

Recruit UK is working on an excellent opportunity for an Executive Assistant in Guildford to join an Award-Winning Financial Planning firm.

You will support the investment team with:

  • Preparation of meeting documents and agendas, noting action points, and ensuring any changes are communicated effectively.
  • Support with the preparation of power points
  • Diary management for both internal and external meetings
  • Email management
  • Attend meetings and prepare meeting notes/minutes as required
  • Able to build a relationship of trust with clients & liaise with them and their advisers by assisting with researching and resolving client queries
  • Be a key point of contact for clients, supporting them with non-investment related queries
  • Act as a liaison with external parties and departments
  • Demonstrate discretion at all times when working with confidential and sensitive information
  • Produce ad-hoc reports and collate documentation for meetings
  • Update client information on back-office systems
  • Assist team management with maintaining records of leave, preparation of expenses, arranging travel and onboarding new starters in the team
  • Assist with client-focused marketing events
  • Manage records and data appropriately and in line with policy
  • Day to day inquiries


  • Salary up to £38,000
  • Group life assurance and income protection
  • Initially in the office but then the flexibility to work from home occasionally
  • Discretionary bonus scheme
  • Company Pension
  • Flexible benefits package

Skills and experience required:

  • Experience within Financial Services preferred
  • Organized and good attention to detail
  • Proficient in Microsoft Word, Excel, and PowerPoint
  • Confident with Outlook and IT systems

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Award-Winning Financial Advice firm based in Guildford on an Executive Assistant role.