Executive Assistant

Role Details

Posted: 01 July 2026
Location: Cobham, Surrey / Hybrid / Remote
Hours: Part-time (initially)
Salary range: £23,500 to £32,000 FTE (depending on experience)

We are looking for a highly organised, proactive, and professional Executive Assistant to support the smooth day-to-day operation of our growing financial planning firm.

This role combines executive support, client administration, office coordination, and operational assistance to help ensure an exceptional experience for both our clients and advisers.

About the Role

The successful candidate will be detail-oriented, discreet, and comfortable working in a regulated financial services environment.

You will play a key role in supporting the leadership team and wider team, maintaining client records, coordinating scheduling, and helping the business operate efficiently and professionally.

Initially, this will be a part-time role, with hours depending on the needs of the successful candidate and the demands of the role.

Who We’re Looking For

We are looking for someone who is:

  • Highly organised and reliable
  • Professional, discreet, and trustworthy
  • Confident communicating with clients and colleagues
  • Comfortable managing schedules, documents, and administrative tasks
  • Detail-oriented and able to follow processes carefully
  • Proactive and willing to support the wider team where needed
  • High level experience in Excel, Word & DocuSign
  • Good understanding and experience working with AI tools
  • Has 2+ years previous experience in a similar role as a Personal Assistant, Team Assistant, Executive Assistant, or administrative support role.

What we offer

  • Flexible/hybrid working
  • 25 days holiday plus bank holidays
  • Extra leave at Christmas
  • Time off for medical appointments
  • Never work your birthday
  • Income Protection
  • Critical Illness Cover
  • BUPA medical insurance
  • BUPA dental insurance
  • Pension contributions (5%)
  • Team events
  • Collaborative environment
  • 10 minutes drive from Cobham High Street
  • Surrounded by greenery for leisurely lunch breaks
  • Free on-site parking at the office
  • Annual bonus (in July) – profit and performance linked
  • Training opportunities (career development)

Apply for This Role

Please send your CV and a short covering note explaining why you are interested in the role.