Executive Assistant

  • Job Reference: 1251
  • Date Posted: 5 May 2022
  • Recruiter: Independent Resourcing Consultancy
  • Location: Hambledon, Hampshire
  • Salary: On Application
  • Bonus/Benefits: Salary: £30,000 + Bonus
  • Sector: Administration
  • Job Type: Permanent
  • Contact: Andrew Daly
  • Email: andy@ircfs.com

Job Description


Established for over 30 years in Hampshire, this family owned and Chartered Financial Planning practice offer a holistic financial planning service to private and corporate clients across the South West.


As a new position within the business, the Partners would like to welcome an experienced Executive Assistant to the team who is interested in building a career within Financial Services.

The role:

  • Support the Partners with business operations by providing administrative support and supporting operations management.
  • Diary management and coordination of meetings and calls.
  • Collate data and help to produce reports on the business’ performance.
  • Preparation of agendas, documentation and minutes of meetings as required.
  • Assist with organising company events – including travel, accommodation and restaurants, and entertainment.
  • Liaise with Accountants, Finance and Legal representatives.
  • Conduct research and manage ad-hoc projects as and when required.
  • Point of contact for personnel and human resource issues, including recruitment.
  • Deal with highly sensitive and confidential information appropriately.

Requested experience:

  • Previous experience within an Executive Assistant or administration support role
  • Previous research, data collection and reporting experience
  • Demonstrate the ability to be able to communicate with a broad range of people
  • Excellent computer and general administration skills