Trentham Invest provide relationship-based independent financial advice focused on pensions, investments, wealth management, and long-term financial planning. Based in Dorking, Surrey, we pride ourselves on delivering a highly personal, professional, and thoughtful service to our clients, helping them gain “financial confidence by design.”
We are looking for a highly capable and proactive Strategic Executive Assistant to work directly alongside our Founder and Managing Director. This is a key position within a small, close-knit office where professionalism, discretion, organisation, and exceptional client care are essential.
The successful candidate will become a trusted right-hand support to the MD, helping manage day-to-day operations, client communications, and strategic priorities while ensuring the smooth running of the business.
The Role
This is far more than a traditional administrative role. We are seeking someone who can think ahead, anticipate needs, manage competing priorities, and communicate confidently with clients and professional contacts on behalf of the business.
You will play a central role in maintaining the high standards of client service and organisation that Trentham Invest is known for.
Key Responsibilities:
Executive & Diary Management
Office & Operational Support
About You:
You will be highly organised, detail-oriented, and naturally proactive, with the confidence to manage responsibilities independently in a small business environment.
You will ideally have:
Personal Qualities
What We Offer
No agencies.
Strategic Executive Assistant • Dorking, Surrey, UK
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