Job Description

Equilibrium is more than just a Chartered Financial Planning companywere an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making peoples lives better. Whether its our clients, our team, our community, or anyone who crosses our path! We believe in creating a positive impact in everything we do.


Weve been named one of the top 10 companies to work for in the Best Companies Top 100 List 2023. Plus, were proudly managing over 1.25bn in assets for our clients. Ready to be part of something big? This is where it all happens!


Finding the right people is the secret to our success. We're incredibly proud of our amazing team and their dedication to excellence. Join us and you'll enjoy fantastic benefits, a challenging, exciting role, with boundless opportunities for growth and development. Were serious about what we do, we dont take ourselves too seriously though, and make time for fun along the way too!


Were looking for a proactive and highly organised Executive Assistant to provide dedicated support to our Founder and the wider senior leadership team. This is a 12-month fixed-term role to cover maternity leave, offering a fantastic opportunity to work closely with key decision-makers and contribute to the smooth running of high-level operations within the business.

To do this

our Executive Assistant will;

Provide seamless administrative assistance to executives, ensuring smooth day-to-day operations. Anticipate the needs of both our Founder and the business, proactively addressing potential issues before they arise. Expertly manage complex and dynamic calendars, juggling priorities, ensuring efficient time management and planning far ahead to anticipate and avoid time pressures. Serve as the first point of contact for our Founder, acting as a gatekeeper and skilfully managing communications and filtering urgent matters. Create, format, edit and proof-read high-quality business documents, presentations, and correspondence with impeccable attention to detail and quality, often under tight deadlines. Support projects as needed, demonstrating flexibility, adaptability, and a willingness to help out wherever valuable. Organise travel arrangements, prepare detailed itineraries and manage expenses. Maintain confidential records, files, and databases with meticulous organisation and discretion. Assist with personal arrangements and administration (e.g., holidays, personal insurances, services etc.). Coordinate and prepare materials for meetings, taking comprehensive minutes and following up on action items. Build and maintain positive relationships with internal and external stakeholders.

In order to be successful in this role, you will be able to demonstrate the following skills and abilities;

Exceptional organisational skills with the ability to prioritise competing demands, manage time effectively, and adapt to rapid changes with composure. Advanced proficiency in Microsoft Office suite, particularly Outlook, Word, Excel, and PowerPoint. An understanding of design document formatting for effective communication, including proficiency with Canva, Miro or other design tools. Knowledge of effective diary management systems and techniques. Able to prioritise and manage your own workload and time, making decisions independently where appropriate. Excellent and consistent attention to detail and accuracy. Ability to exercise discretion and maintain confidentiality at all times. Exceptional multi-tasking abilities without compromising quality.

No specific qualifications are required for this role, but the experience of working as a high-level EA is a distinct advantage.

At Equilibrium, we live our values through the following:

Integrity we treat everyone with respect, take responsibility for ourselves and what we do, and are open and authentic in all of our dealings. Growth we foster a growth mindset, with a curiosity and desire to learn and grow both professionally and personally. Simplicity we look for the clearest path to the best outcome, being adaptable in our approach. We are clear communicators with the ability to land a message appropriate to our audience. Excellence we will consistently work to high standards, showing great care and attention to detail in everything that we do.

So why join us?

At Equilibrium, we have a hard-working, energetic team, who adapt to change easily. We are a friendly and supportive team, and Equilibriums culture is rooted in fun, collaboration, learning, and growth. We strive for excellence, setting high standards, while fully committing to supporting and nurturing your development, which means we expect your best, but well also give you ours.


To ensure a healthy work-life balance, we provide a minimum of 33 days holiday plus bank holidays. We also offer a flexible working framework, allowing team members to work from home when appropriate and flex their work hours, where reasonable, in line with business requirements. For the EA role, this will be in line with the Founders schedule and working patterns.


We also provide the benefits youd expect from an award-winning company such as bonuses, pension, death in service, income protection and more.