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RGH-Global Limited
Executive Assistant to Financial AdvisersRGH-Global Limited • Pattingham, Wolverhampton, United Kingdom
Executive Assistant to Financial Advisers

Executive Assistant to Financial Advisers

RGH-Global Limited • Pattingham, Wolverhampton, United Kingdom
9 days ago
Job type
  • Full-time
  • Permanent
  • Quick Apply
Job description

Executive Assistant to Financial Advisers

Pattingham, South Staffordshire WV6

Permanent

Full-time

From £30,000 (Depending on Experience)

About the Role

We are seeking a highly organised, proactive and client-focused Executive Assistant to support a team of financial advisers within an established wealth management practice. This individual will play a critical role in ensuring advisers can focus on delivering exceptional client service by managing administrative workflows, coordinating client interactions and maintaining operational efficiency.

This position requires impeccable attention to detail, a high degree of professionalism and the ability to thrive in a fast-paced, client-centric environment.

Key Responsibilities

Adviser Support:

  • Manage advisers' calendars, email inboxes and scheduling priorities
  • Track key tasks, follow-ups and deadlines to ensure advisers stay on top of client and regulatory requirements
  • Assist with preparing presentations, meeting preparation packs and internal meeting notes
  • Maintain client records and ensure documents are updated on Salesforce and other relevant systems
  • Process adviser expenses, invoices and reimbursement forms
  • Coordinate travel arrangements and logistics as needed

Client Support and Coordination:

  • Serve as the primary administrative point of contact for clients, ensuring a smooth, professional and timely experience
  • Schedule and coordinate client meetings (in-person and virtual) on behalf of advisers
  • Prepare client-facing materials, reports and meeting packs
  • Carry out post-meeting administrative tasks, including client review letters
  • Support new client onboarding processes, including documentation collection and system setup
  • Handle routine client enquiries with excellent service and appropriate discretion

Compliance and Process Management:

  • Ensure all client documentation meets compliance and data protection requirements
  • Assist advisers with regulatory submissions, reminders and record keeping
  • Identify opportunities to streamline workflows and improve administrative processes
  • Support internal audits and compliance checks where needed
  • Handle documentation including filing, scanning, archiving and ensuring compliance with regulatory standards

Skills and Experience

  • Experience as an Executive Assistant, Administrative Assistant or Client Services Administrator, preferably within the wealth management or financial services sector
  • Strong organisational and multitasking abilities with a high attention to detail
  • Excellent written and verbal communication skills
  • Ability to handle confidential financial and personal information with discretion
  • Proficiency in Microsoft 365 (Outlook, Teams, Excel, Word, PowerPoint)
  • Salesforce experience is advantageous
  • Ability to work both independently and collaboratively in a fast-paced setting
  • Client-centric approach with strong interpersonal skills and a polished, professional demeanour

Core Competencies

  • Proactive mindset — anticipates needs and resolves issues before they arise
  • Client service orientation — delivers a consistently high-quality experience
  • Time management — juggles multiple priorities with ease
  • Problem-solving skills — addresses challenges calmly and efficiently
  • Adaptability — comfortable with change and shifting demands
  • Integrity and discretion — trusted to manage confidential information

Location: In-person, South Staffordshire

Contract Type: Full-time, Permanent

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Executive Assistant to Financial Advisers • Pattingham, Wolverhampton, United Kingdom

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