MaxAd Fixed Fee Recruitment
Executive Assistant
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Executive Assistant
Woking, Surrey
£Competitive + Excellent Benefits
If you're an experienced Executive Assistant or Senior Administrator who thrives in a professional, client-focused environment, this is an outstanding opportunity to join a highly respected financial planning practice where you'll play a pivotal role supporting senior leadership, maintaining exceptional client relationships and helping ensure the smooth day-to-day operation of a busy office.
This is far more than a traditional administrative position. Working closely with senior advisers and the wider team, you'll become a trusted point of contact for clients, manage complex administrative processes, coordinate meetings, oversee client communications and help maintain the exceptionally high standards of service the business is known for.
The successful candidate will enjoy a varied and rewarding role where organisation, attention to detail and professionalism are genuinely valued. You'll also have the opportunity to support and develop new members of the team, making this an excellent position for someone who enjoys mentoring others whilst remaining hands-on in a fast-paced environment.
Key Responsibilities
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
- Provide high-level administrative and executive support to senior advisers and the wider team.
- Coordinate client review meetings, diary management and appointment scheduling.
- Prepare detailed meeting documentation and client review packs.
- Manage pre and post-meeting administration, ensuring client records remain accurate and up to date.
- Prepare professional correspondence, reports and confidential documentation to an exceptional standard.
- Act as a first point of contact for clients, delivering an outstanding level of customer service both in person and over the telephone.
- Liaise with third-party providers and internal support teams to progress client transactions efficiently.
- Support the onboarding and training of new team members.
- Maintain CRM records and ensure all administration complies with internal procedures.
- Assist with general office administration and contribute to the smooth running of the business.
Skills & Experience
We're looking for a highly organised and proactive Executive Assistant with excellent communication skills and the confidence to build lasting relationships with clients and colleagues alike.
You'll ideally have:
- Previous experience as an Executive Assistant, Senior Administrator or similar business support role supporting senior stakeholders.
- Experience within financial services, professional services or another regulated environment would be advantageous but is by no means essential.
- Outstanding organisational skills with the ability to prioritise multiple tasks and meet deadlines.
- Exceptional attention to detail and written communication skills.
- Strong Microsoft Office skills, including Outlook, Word, Excel and PowerPoint.
- Experience using CRM systems such as Salesforce would be advantageous.
- A positive, adaptable and collaborative approach with a genuine commitment to delivering first-class client service.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
In return, you'll be joining a successful, growing and highly professional business that genuinely values its people and offers a supportive, collaborative working environment where you'll be trusted, respected and encouraged to develop your career over the long term.
If you're looking for an opportunity where your organisational skills, professionalism and commitment to exceptional client service will make a genuine difference every day, we'd love to hear from you. Apply now!
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location