Job Description

About the Role

Are you highly organised, discreet, and proactive? Do you thrive in a fast-paced, high-trust environment where excellence is expected and rewarded?

We're looking for a brilliant Executive Assistant to join

Atwal Wealth Management

, a boutique wealth management practice, serving high-net-worth and ultra-high-net-worth clients.

This is not your average EA role. You'll help Harpreet manage the demands of advising private clients, running a small, high-performing team, and managing strategic initiatives and projects across wealth, philanthropy, and men's health and wellbeing groups.

Your Key Responsibilities

Diary & Inbox Management: Efficiently handle scheduling, inbox filtering, prioritisation, and meeting preparation Client Service Excellence: Liaise with HNW clients with professionalism and care; draft emails, follow-ups and client communications Operational Support: Support Harpreet and his small team with project tracking, events, presentations, and internal organisation Workflow Coordination: Act as the central point of contact for our small team, ensuring tasks and priorities are aligned and executed Marketing & Events Support: Coordinate communications, assist with content scheduling, and support events and public appearances Confidential Administration: Handle sensitive financial and personal information with complete discretion Supporting Harpreet with his personal day to day activities

You'll Need To Be

Calm under pressure, impeccably organised, and ahead of the curve A natural communicator with outstanding written and verbal skills Tech-savvy (comfortable with Microsoft 365, Dropbox, CRM tools, or willing to learn fast) Self-motivated, reliable, and trustworthy Ideally experienced in working with financial professionals or private clients Based in or very near Solihull, and happy to be office-present with some flexibility for hybrid working

Perks & Culture

The day after your Birthday Day Off (because life should be celebrated and you will be tired the day after your birthday) Early Finish Last Friday of Each Month (with team drinks!) Quarterly Team Meals/Gatherings Bonus Scheme based on performance and impact Work closely with an inspiring founder and a values-driven team Opportunity to grow within a respected, top-rated financial practice
Job Types: Full-time, Part-time

Pay: 28,000.00-36,000.00 per year

Expected hours: 20 - 40 per week

Benefits:

Free parking On-site parking
Experience:

Personal assistant: 5 years (required) Financial services: 2 years (preferred)
Work Location: In person

Expected start date: 04/08/2025