Executive Personal Assistant to the Principal Adviser - Remote

Overview

The Executive Personal Assistant will support the Founder and Principal Adviser of an independent financial planning firm, orchestrating workflows and ensuring high-quality client interactions.

In Short

• Provide executive support to the Principal Adviser.
• Manage client coordination and experience.
• Oversee operational workflows and systems coordination.
• Assist with marketing and relationship support.
• Support compliance and business management.
• Handle confidential client information with discretion.
• Utilize multiple software systems effectively.
• Communicate clearly and effectively with clients.
• Maintain accurate records and documentation.
• Proactively manage tasks and priorities.

Requirements

• Proven experience supporting a senior executive in a professional services environment.
• Strong organizational and prioritization skills.
• Confidence using multiple software systems.
• Excellent written and verbal communication in clear, plain English.
• Trusted with confidential information.
• Understanding of UK financial advice is helpful.
• Familiarity with regulated environments and compliant record-keeping is a plus.
• Client-centered and empathetic.
• Proactive, calm, and solutions-focused.
• Strong ownership mindset.

Benefits

• Work in a pivotal role at the heart of the business.
• Engage in a supportive and professional environment.
• Opportunity to develop skills in financial planning.
• Flexible working arrangements.
• Competitive salary.
• Chance to make a significant impact on client experiences.
• Access to professional development opportunities.
• Collaborative team culture.
• Supportive leadership.
• Contribute to improving operational efficiencies.