Eventus Recruitment are seeking an experienced Executive Assistant to join a well-regarded independent financial planning firm based in St Helens, Merseyside, in a full-time, permanent job. This is a brand new position paying £37,000 to £42,000, with flexibility above for the right candidate, alongside a 5% employer pension, 26 days' holiday rising to 30 days with service, profit-share bonus and private medical insurance. The EA will work directly alongside the firm's founder and CEO from the St Helens office, sitting between the CEO and the wider team to ensure that client meeting outcomes are converted into action without the CEO remaining in the loop. For a candidate with genuine EA credentials and an FCA-regulated background, this is a rare opportunity to operate close to the top of a firm that is well regarded, still growing and genuinely human in how it works.

About the Role

This is not an Executive Assistant job in the conventional sense. It has been created because the CEO of a highly regarded independent financial planning firm is the operational relay between her client meetings and the wider team — and the firm has identified that as a bottleneck worth solving. The EA steps into that gap: taking what the CEO knows needs to happen and turning it into clear direction for the people responsible for making it happen, without the CEO needing to stay in the loop. The job also carries a visible external dimension — attending meetings and engagements alongside the CEO and managing everything that flows from them — and a written dimension, drafting correspondence and communications on the CEO's behalf.

Key responsibilities include:

• Briefing team managers accurately and completely on client meeting outcomes, so the CEO's time is not consumed by chasing or repeating
• Attending coaching sessions, networking events and external engagements alongside the CEO and managing all resulting actions
• Drafting ad hoc correspondence and written communications on the CEO's behalf
• Supporting diary coordination and schedule management to protect the CEO's time and availability
• Representing the CEO credibly at external events, with all travel costs covered
• Working confidently across the firm's modern technology stack, including AI tools, to manage and relay information efficiently

About You

The right candidate will have built their career in an EA or PA capacity within an FCA-regulated environment — ideally financial planning or financial advisory, though candidates from provider backgrounds or wider financial services will be genuinely considered where operational credibility and cultural fit are clear. What will not fit this job is an IFA administrator or paraplanner background — the experience needs to be shaped around executive support. Alongside that regulated background, the role calls for someone who can draft clearly in the CEO's voice, pick up new technology without hand-holding, and carry themselves with quiet confidence at external events and in front of senior stakeholders.

You should also be able to demonstrate the following:

• EA experience gained within an FCA-regulated environment — financial planning or advisory preferred; provider and wider FS considered where the experience is strong
• Conceptual understanding of pensions, investments and inheritance tax — enough to accurately absorb, interpret and relay the outcomes of client meetings
• Confidence with modern systems and technology, including AI tools in a day-to-day professional context
• Strong written communication skills, with the ability to draft clearly and credibly on behalf of a senior principal
• Organised and accurate under a varied and fast-moving schedule, with the reliability that the handoff function demands
• Credible in external settings — comfortable representing the CEO at networking events and professional engagements

Benefits and Rewards

The Executive Assistant job comes with a well-rounded package.

• Salary of £37,000 to £42,000, with flexibility above for the right candidate
• 5% employer pension contribution via salary sacrifice
• 26 days' holiday plus bank holidays, rising to 30 days with service
• Option to buy or sell annual leave
• Profit-share bonus of circa 5% of salary
• Private medical insurance (after qualifying period)
• 3x salary life cover (Group Life scheme)
• Enhanced sick pay
• Free parking
• Travel expenses covered for external events and networking engagements
• Study support and regular team and social events

About the Firm

The hiring firm is an independently owned, whole-of-market financial planning practice in St Helens, Merseyside, 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 — a strong indicator of both the quality of its advice and the depth of the relationships behind it. The firm is consistently recognised for the quality of its client service, holds accreditations for its business standards, and is founder-led in a way that keeps it human, collaborative and focused on the long term. For the right candidate, working closely with the founder in a firm that is well run, well regarded and still growing is a genuine part of what makes this job stand out.

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 via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004. 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.