A well-established independent financial planning firm in St Helens has created a brand new Executive Assistant job, working directly alongside its founder and CEO. This is a genuine opportunity to operate at the top of a respected firm, up to £42,000 plus a 5% employer pension, profit-share bonus, private medical and 26 days' holiday rising to 30 with service.

About the firm:

The hiring firm is an independently owned, whole-of-market financial planning practice in St Helens, advising clients across wealth, pensions, inheritance tax, mortgages and protection. Built predominantly through client referral rather than advertising, it has grown consistently over two decades. It is consistently recognised for the quality of its client service and is founder-led in a way that keeps it human, collaborative and focused on the long term. This Executive Assistant job sits at the centre of that, closer to the founder than a standard EA position.

The job:

This Executive Assistant job was created to remove a bottleneck. After the CEO meets clients, the resulting actions have to reach the wider team to be processed, and that currently runs back through her. As Executive Assistant, you'll own that handoff.

• Briefing team managers on client meeting outcomes on the CEO's behalf
• Attending coaching sessions and networking events; managing all follow-up actions
• Drafting ad hoc correspondence and written communications for the CEO
• Supporting diary coordination alongside a fast-moving CEO schedule
• Representing the CEO credibly at external events, with travel expenses covered
• Working confidently across a modern tech stack, including AI tools

What you'll need:

• EA experience within an FCA-regulated environment, financial planning or advisory preferred; provider and wider financial services considered
• Conceptual knowledge of pensions, investments and inheritance tax
• Confident with modern systems and AI tools in a professional context
• Strong written communication, with the ability to draft on behalf of a senior principal
• Organised and reliable, with the confidence to represent the CEO externally

The package:

• Salary £37,000–£42,000, with flexibility above for the right person
• 5% employer pension contribution (salary sacrifice)
• 26 days' holiday plus bank holidays, rising to 30 days with service
• Option to buy or sell leave; extra day off for your birthday
• Profit-share bonus circa 5% of salary
• Private medical insurance; 4x life cover; enhanced sick pay; free parking

Next steps:

Apply now if your skills and experience align with this Executive Assistant job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.