Lyfords
An exciting next step for a standout EA or financial services professional.
You’ve stood out throughout your career. Your skills, judgement and professionalism have been highly regarded by the senior and executive managers you’ve supported. They’ve trusted you to anticipate their needs, take ownership and deliver to a high standard.
Lyfords is a family-owned wealth advisory business helping individuals, families and business owners create, manage and protect their wealth. As the business transitions between generations within the family, its next phase combines growth with consolidation of the foundations that have supported its success.
We’re looking for an experienced EA, a financial adviser with exceptional administration skills who wants to change hats, or a strong administrator from a financial services background. You’ll support our owner and Senior Adviser, alongside two other advisers, and take responsibility for the smooth day-to-day running of our office. This exciting opportunity offers scope to advance your career as the business enters its next phase.
Why This Could Be a Great Move for You
You’ll work closely with experienced advisers in a caring family business built on trusted, long-term client relationships. Your contribution will be valued, and you’ll have the opportunity to help strengthen how the business operates through its next stage of growth and consolidation.
If you’re ready to bring your proven capability to a role where you can make a difference and continue developing, this is an opportunity to build on what you already do well and expand your contribution over time. You’ll have the potential to become the operational backbone of the business as your skills and accountabilities grow.
What You’ll Enjoy
A close working relationship with the owner and Senior Adviser in a caring, family-owned business.
A varied role combining executive assistance, adviser support and office management.
The opportunity to take ownership of your work and improve how things run.
Direct involvement in delivering a professional, welcoming client experience.
Opportunities to learn new skills and take on broader accountabilities as your capability develops.
The Role
Your primary focus will be supporting the owner and Senior Adviser, while coordinating support for two other advisers.
You’ll organise meetings, prepare information, manage follow-ups and help keep client work moving. Alongside this, you’ll coordinate everyday office requirements so the team has what it needs to work effectively.
Key Responsibilities
Executive assistance and adviser support
Coordinate diaries, client appointments and meeting schedules.
Assist with correspondence, emails and day-to-day priorities.
Prepare meeting packs, documents and client communications.
Track actions and follow-ups so commitments are completed.
Anticipate upcoming requirements and bring urgent or sensitive matters to the appropriate adviser’s attention.
Client service and workflow coordination
Welcome clients and respond professionally to enquiries.
Coordinate client reviews, reminders and information gathering.
Liaise with advisers, paraplanners and support staff to keep work progressing.
Maintain accurate client records, CRM information and workflow updates.
Support the administration and follow-through of agreed advice implementation.
Office management
Coordinate office supplies, suppliers, maintenance and everyday office needs.
Keep filing, documentation and shared information organised and accessible.
Help organise team meetings, client events and other business activities.
Identify practical ways to improve administrative processes and office efficiency.
What We’re Looking For
You’ll be an experienced EA, an adviser with exceptional administration skills who wants to change hats, or a strong administrator from a financial services background, ideally within wealth management. Your previous managers have valued your contribution, and you’ll also demonstrate:
Consistently high standards of organisation, accuracy and attention to detail.
The ability to work independently, anticipate needs, prioritise requests and follow through.
Warm, professional communication with clients and colleagues.
Sound judgement, discretion and the confidence to handle sensitive matters professionally.
Confidence using office software, CRM systems and digital tools.
Initiative, accountability and a clear desire to keep learning and advancing your career.
Your Opportunity to Grow
This role offers an opportunity to advance your career in a family business that values your contribution. As you become established, you’ll be supported to build new skills and take on additional accountabilities aligned with your strengths, interests and the business’s next phase.
This could include greater ownership of client service coordination, systems and workflow improvements, reporting or wider office operations. Development will be supported and responsibilities agreed as your capability grows.
Applications
Please apply with your CV and a covering letter outlining your relevant experience, why this opportunity appeals to you and what you would bring to the Lyfords team.
All applications will be treated confidentially.