Executive Assistant (C-suite)

Executive Assistant – Cheltenham

About Attivo:

Attivo are Lifestyle Financial Planners.

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients’ lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

About the role:

This is a senior Executive Assistant role with a high level of autonomy, offering the opportunity to join Attivo at an exciting time and provide strategic support to a member of our senior leadership team.

You will be responsible for managing a wide range of administrative and operational tasks, supporting business-critical projects and helping to manage time, priorities and communications. You’ll be the primary point of contact for internal and external stakeholders, proactively coordinating schedules, correspondence and key deliverables with professionalism and precision. The role is not task-driven or micromanaged and you will be expected to operate independently and proactively with full accountability for delivery.

The successful candidate will need to be based at our Cheltenham Head Office and must have the flexibility to travel to other offices as required.

About you:

You’re super organised, proactive, and take full ownership of your work. You have outstanding attention to detail and a calm, methodical approach - even under pressure. You thrive in a fast-moving, lean business and are unafraid to get stuck in, whether that’s supporting meeting logistics or pulling together complex governance documents.

You want to work for an ambitious and growing company where no two days are the same. Your communication skills are advanced, and you’re confident engaging with senior stakeholders, able to manage sensitive matters with tact and professionalism.

You’re an experienced PA or EA who has supported C-suite or Director-level roles before, ideally within Financial or Professional Services. You’re a relationship-builder who anticipates needs

before they arise and positions yourself as the go-to person for dependable, high-quality support.

Key Responsibilities include:

• Providing high-level executive support to a member of the senior leadership team, including diary management, correspondence, inbox management, and travel


• Managing internal and external communications, ensuring timely responses and effective follow-up


• Preparing and formatting documents, presentations, reports and briefing packs to a high professional standard


• Coordinating meetings, agendas and action tracking across teams and departments


• Building strong relationships across the business and supporting on cross-functional projects


• Acting as a point of contact for key internal and external stakeholders


• Managing sensitive and confidential information with professionalism and discretion


• Monitoring timelines, outstanding actions and priorities to ensure leadership effectiveness

Essential skills and experience:

• At least 5 years experience working as a PA or EA reporting directly to senior management


• Experience of providing high-level support to C-suite or Director-level roles


• Outstanding attention to detail and the ability to produce consistently high-quality work


• Relentlessly proactive, able to anticipate needs and act ahead of time, rather than react


• Calm and composed under pressure, with the ability to thrive in a fast-paced, lean business environment


• Comfortable managing both strategic and hands-on tasks, from governance documents to meeting logistics


• Excellent communication skills, both written and verbal, with the ability to engage confidently with stakeholders at all levels


• Strong organisational skills and the ability to coordinate multiple concurrent projects and competing priorities


• Proficient in Microsoft Office, including Outlook, Word, PowerPoint and other O365 applications


• Ability to handle highly confidential information with discretion and professionalism

Desirable skills and experience:

• Educated to degree level


• Experience of working within financial services

Salary and benefits:

Negotiable depending on experience.

Attivo also offers:

• Non-contributory Pension Scheme


• Private Medical Insurance


• Income Protection


• Critical Illness


• Death in Service


• Generous holiday allowance, rising with length of service


• Work from home and flexible working available, dependent on business needs


• Parking allowance for employees who live over 1.5 miles away from the office


• Excellent culture, promoting employee wellbeing and engagement

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check.

Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site.

Privacy Policy

If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and, ultimately, recruit you.

We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries.

Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission.

Please visit our website to view our full privacy policy for prospective employees.