Overview:

We are seeking a highly organized and proactive Personal Assistant to support a Financial Advisor with daily operations. This role requires strong administrative skills, excellent time management, and the ability to handle confidential information with discretion. The ideal candidate will play a key role in ensuring efficiency across client management, scheduling, and business coordination.

Key Responsibilities:

1. Diary & Schedule Management

Manage and maintain the advisor’s calendar, including client meetings, reviews, and internal appointments
Coordinate and confirm appointments with clients and stakeholders
Prioritize scheduling to optimize productivity and minimize conflicts
Send reminders and ensure the advisor is prepared for all engagements

2. Administrative Support

Handle general administrative tasks including filing, document preparation, and data capturing
Maintain accurate client records and update CRM systems
Prepare reports, presentations, and meeting documentation
Assist with compliance-related documentation and submissions

3. Client Communication

Act as the first point of contact for client queries via phone and email
Follow up with clients on outstanding information or documentation
Ensure a professional and high-quality client experience at all times

4. Operations & Coordination

Assist with onboarding new clients, including paperwork and process tracking
Liaise with insurers, investment platforms, and other service providers
Track application progress and provide updates to the advisor and clients

5. General Support

Support marketing initiatives such as event coordination or client communications
Assist with ad hoc business tasks as required
Maintain confidentiality of sensitive financial and personal information

Requirements:

Proven experience as a Personal Assistant, Administrator, or similar role
Strong organizational and time management skills
High attention to detail and accuracy
Excellent verbal and written communication skills
Proficiency in Microsoft Office (Word, Excel, Outlook)
Ability to multitask and work in a fast-paced environment

Preferred:

Experience in financial services or working with a financial advisor
Familiarity with CRM systems and compliance processes

Please send your resume/CV