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Executive Assistant

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Job Description - Executive Assistant

Working closely with the Head of G&D and the Adviser Growth and Development Leaders, this role provides essential support to the team through effective planning, communication, and data management. 

 

  • Advisor communications – manage weekly and ad hoc communications, incentive communications, and oversee the flow of information shared on the Adviser Team chat and Adviser Channel. 

 

  • Adviser meeting logistics – including venue selection, scheduling, and follow-ups; document meetings; manage action items. 

 

  • Learning and development coordination – maintain learning runway and skills assessment documentation; handle Adviser session logistics; collaborate with internal colleagues, SJP, and external partners where appropriate. 

 

  • Presentation and marketing support – produce slides for G&D initiatives and meetings; assist with marketing material creation and distribution. 

 

  • Data and reporting – manage data entry, own Monday.com boards, and produce monthly and quarterly Adviser cohort performance reports; handle ad hoc data queries. 

 

  • General administrative support – assist with incentives logistics and planning; coordinate with external providers. 

 

  • Cross-functional liaison – work closely with Risk & Compliance, Operations, and Finance teams to support G&D leadership and strategy planning. 

Knowledge and skills needed to perform the role  

 

  • Strong organisational and communication skills. 
  • Proficiency with Microsoft 365 and Monday.com (or equivalent workflow tools). 
  • Experience in event coordination and document management. 
  • Confidence handling data and producing performance metrics. 
  • Collaborative mindset and ability to work across departments. 
  • Professional written and verbal communication skills. 
  • Knowledge of financial advice desirable.  
  • Hybrid working: 3 days in the office, 2 days wherever you work best
  • Performance bonus + Company-wide bonus (when Eight hits targets)
  • 28 days' holiday + bank holidays + your birthday off
  • Private medical insurance & life assurance (4x salary)
  • Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
  • Free mortgage and pension advice from our in-house experts
  • Volunteering time: 8 paid hours annually via The Eight Foundation
  • Regular socials & epic events
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