Confidential Job Specification
Role: Part-Time Executive Assistant (Remote)
Location: UK-Based (Remote)
Working Pattern: Part-Time (flexible, approx. 20–25 hours per week)
Salary: Competitive (pro rata, dependent on experience)
Start Date: Immediately
The Opportunity
My client is a growing, international wealth management and financial planning business, providing specialist advice and investment solutions to private clients, including expatriates.
They are seeking a highly organised, proactive Executive Assistant to support senior leadership in a fast-paced, client-focused environment. This is a fully remote, part-time role suited to someone with prior experience in the wealth management or financial services sector.
Key Responsibilities
- Provide high-level administrative support to senior executives
- Manage complex diaries, scheduling across multiple time zones
- Coordinate client meetings, including preparation of documentation and follow-ups
- Act as a key liaison between internal teams, advisers, and external stakeholders
- Prepare reports, presentations, and client communications
- Maintain accurate records and ensure compliance with internal processes
- Support business operations, including project coordination and ad hoc tasks
Candidate Profile
- Proven experience as an Executive Assistant or Personal Assistant within wealth management, financial planning, or investment management
- Strong understanding of financial services terminology and client processes (e.g. pensions, investments, financial advice)
- Experience supporting senior stakeholders (e.g. Directors, Partners, or Advisors)
- Exceptional organisational and time management skills
- High level of discretion and professionalism
- Strong written and verbal communication skills
- Tech-savvy, with proficiency in Microsoft Office and CRM systems
Desirable Experience
- Background supporting UK-qualified financial advisers or IFAs
- Experience working with high-net-worth or expatriate clients
- Familiarity with compliance and regulatory environments in financial services
- Experience in a remote or international business environment
Personal Attributes
- Proactive and able to work independently
- Detail-oriented with strong problem-solving ability
- Calm under pressure and able to manage competing priorities
- Collaborative mindset with a “no task too small” attitude
Why Apply?
- Flexible, fully remote working
- Opportunity to work closely with senior leadership
- Exposure to an international client base
- Growing and dynamic wealth management environment
Equal Opportunities Statement
My client is an equal opportunities employer and is committed to creating an inclusive environment for all employees. Applications are encouraged from all qualified candidates regardless of age, disability, gender identity, marital status, race, religion or belief, sex, or sexual orientation.