Edge Recruitment Ltd
Executive Assistant to the CFO
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My client, a fast-growing, private equity-backed financial services business, is looking for an experienced Executive Assistant to support their CFO and wider Finance and Strategy leadership team.
This is not a traditional PA role. My client needs someone with a genuine understanding of the finance environment — the governance and reporting cycles that define the finance calendar — and the seniority to operate as a trusted partner to the CFO. The CFO leads a c.35-strong Finance and Strategy function within a business targeting growth from £30m to £100m EBITDA by 2030, so this is a fantastic opportunity to work at the centre of an ambitious, high-performing organisation.
Location: This full time role is based in Swindon and office-based 3 days per week, so you must be commutable to Swindon.
The Package:
- Salary up to £55,000
- 10% on-target bonus
- Pension — contribute up to 5% and my client will match it plus an extra 5%
- 27 days holiday + bank holidays, with the option to buy up to 10 more
- Critical illness cover, income protection, death in service (4x salary)
- 3 paid volunteering days
- Flexible benefits including private medical and dental insurance
What you'll be doing:
- Owning the CFO’s diary with full accountability — managing complex, competing demands across Board, ExCo, PE partner meetings, and finance leadership forums
- Anticipating the CFO’s forward priorities and proactively protecting preparation time ahead of critical meetings, reporting deadlines, and strategic forums
- Maintaining a master Finance and Strategy governance calendar covering reporting cycles, Board and committee submissions, budget and forecasting milestones, and PE reporting deadlines
- Ensuring the CFO and Finance leadership team are consistently well-prepared — circulating agendas and pre-reads in good time and chasing outstanding inputs
- Coordinating Board papers, ExCo submissions, and other governance materials, tracking deadlines to ensure on-time, high-quality submissions
- Supporting the CFO’s three direct reports so the senior team operates smoothly as a leadership unit
- Preparing briefing notes and materials so the CFO can engage in every forum with full visibility and focus
- Managing logistics for internal and external stakeholder meetings, including Board, ExCo, and private equity partner sessions
- Providing cover and coordination support across the executive PA network as required
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What my client is looking for:
- Experience as an EA or PA supporting a CFO, Finance Director, or equivalent senior finance leader — this is essential, not desirable
- Demonstrable understanding of the finance governance and reporting cycle — Board and committee reporting, budget rounds, forecasting milestones, and month/quarter-end rhythms
- Experience supporting a senior leadership team in a complex, multi-stakeholder environment, ideally within financial services, a PE-backed business, or a similarly regulated organisation
- A track record of managing complex diaries, high-volume correspondence, and demanding travel and logistics at C-suite level
- Experience coordinating governance materials and working with Company Secretariat or governance teams
- Exceptional organisation and prioritisation — composure, accuracy, and sound judgement under a high volume of competing demands
- Strong written communication skills — drafting correspondence and briefing notes on behalf of the CFO
- Proficiency in Microsoft Office and calendar management, collaboration, and scheduling tools
- Commutable to Swindon and able to work from the office 3 days per week
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Why apply?
My client is a dynamic, fast-paced business with huge ambition and a strong culture — recognised as one of the Best 100 Large Companies to work for. They invest heavily in their people, are committed to an inclusive environment, and trust colleagues to balance a successful career with life outside work.
If this sounds like you, apply now or message me directly for a confidential conversation.
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