_{07th August, 2025}

Talent UK are recruiting on behalf of our client based in Leeds. Our client is a well established market leading Wealth Management company who are looking for a part time Executive Assistant to join their fast growing business.
Job details
 

• Executive Assistant
• Leeds City Centre LS2
• Salary 17k-20k depending on experience
• 22.5 hours pre week- 3 days a week
• Permanent position

 
You will be tasked with providing a superb level of support to the Managing Director. You will be a key member of the team dealing with a wide range of administration tasks and executive assistant. This is an interesting and challenging role, it is ideally suited to a confident, resilient and professional individual who enjoys using their initiative and has a positive and organised work attitude.
 
Responsibilities

• Contacting clients to arrange appointments for the advisers (annual reviews, business sign up meetings and any ad hoc meetings required). Updating Managing Director's outlook calendar and creating relevant meeting tasks in the CRM system.
• Acting as the first point of contact by taking all calls coming into the office, passing the call on to the appropriate person where possible and/or resolving queries/problems in a timely manner
• Complete post meeting letters for the basic Annual Review meetings.
• Preparing/tidying rooms for meetings with clients, greeting the client and preparing refreshments.
• Preparing client files for reviews
• Sending letters or emailing clients to confirm appointments, sending meeting preparation documents etc.
• Ensuring all client documentation is correctly recorded
• Being a trusted right hand to our Managing Director — handling diaries, calls, travel and meetings
• Reviewing emails, replying on behalf of director and diary management.

 
Experience

• Ideally 2 years in a personal assistant position
• Previous experience in an administration role
• Minimum A-C in GCSE Maths and English is Essential

 
You will be able to demonstrate the following skillsets:

• Ability to do diary management
• Great organising and planning skills
• Strong written and verbal communication skills
• Ability to work on your own and use your initiative and to also work well as part of a team
• Good telephone manner with the ability to build rapport and provide excellent customer service
• Accuracy and attention to detail
• Good working knowledge of Microsoft Office, in particular Word, Excel and Outlook
• Exceptional organisational and multitasking abilities.
• Outstanding written and verbal communication skills.
• A proactive approach to problem-solving and process improvement.

 
 
Benefits

• Generous holiday entitlement
• Pension
• Opportunity to progress
• Team days out

 
This vacancy is advertised on behalf of Talent-UK Ltd who are operating as an employment agency/business, we are an equal opportunities employer, Your application will be sent to us for review, at which stage we will be in touch to discuss your details further. We will not submit your CV until you have been briefed on the position and we have your consent to do so.

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