Parallel Wealth Management
Executive Assistant & Business Partner to the Founder & CEO
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Parallel Wealth Management (PWM) is a fast-growing financial planning business with around 20 talented people, an outstanding culture and ambitious national aspirations.
We're looking for an exceptional Executive Assistant & Business Partner to work alongside our Founder & CEO.
This isn't a traditional PA role.
We're looking for someone who combines exceptional organisation with strong project management skills, someone who enjoys bringing structure to complexity, thrives on variety and can be trusted with highly confidential information.
You'll become the Founder's trusted partner, helping ensure the business runs smoothly while enabling him to focus on leading, growing and developing the company.
The Opportunity
No two days will be the same.
One day you could be preparing Board papers, coordinating strategic projects and organising leadership meetings. The next, you might be managing supplier relationships, overseeing key actions, arranging travel or helping coordinate aspects of the Founder's personal commitments.
You'll be at the centre of the business, working closely with the leadership team and helping ensure priorities are delivered.
There will also be occasional travel as PWM continues to expand nationally.
Key Responsibilities
- Manage the Founder & CEO's complex and fast-moving diary.
- Coordinate meetings, travel and business commitments.
- Balance both professional and selected personal priorities.
- Prepare Board agendas, presentations, KPI dashboards and meeting papers.
- Attend Board and leadership meetings, capturing actions and ensuring delivery.
- Coordinate strategic business projects from planning through to completion.
- Track key initiatives and ensure deadlines are achieved.
- Liaise confidently with advisers, clients, suppliers and external partners.
- Manage highly confidential commercial and personal information with absolute discretion.
- Oversee selected supplier relationships and small operational budgets.
- Improve internal processes and help the business become increasingly efficient.
- Anticipate issues before they arise and solve problems proactively.
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About You
You'll probably have experience as an Executive Assistant, Project Manager, Project Coordinator, Chief of Staff or in another senior support role where you've successfully managed multiple priorities for senior leaders.
You'll bring:
- Outstanding organisational and project management skills.
- The ability to manage numerous competing priorities without losing attention to detail.
- Absolute integrity and discretion.
- Excellent written and verbal communication skills.
- Confidence working with senior stakeholders.
- Strong Microsoft 365 skills and confidence using technology to improve productivity.
- The judgement to know when to act independently and when to seek guidance.
- A calm, positive and adaptable approach.
- A natural ability to build relationships and earn trust quickly.
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Most importantly, you'll enjoy helping other people succeed and take pride in always being one step ahead.
What Success Looks Like
Within your first 12 months you will have become the trusted partner to the Founder & CEO.
You'll have created greater organisation, improved communication, ensured projects are delivered on time and enabled the Founder to be more effective, more efficient and fully mobilised to lead the next stage of PWM's growth.
What We Offer
- Competitive salary based on experience.
- Team bonus scheme.
- 25 days' holiday plus bank holidays.
- Company pension.
- A varied and rewarding role with genuine responsibility.
- The opportunity to work directly with the Founder of an ambitious, growing business.
- A supportive, collaborative culture where your contribution will make a real difference.
If you're someone who enjoys bringing order to complexity, loves making things happen and wants to play a meaningful role in the growth of an exciting business, we'd love to hear from you.
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