Executive Personal Assistant to the Principal Adviser

Job description

Salary: $800

Our client is an independent financial planning firm helping individuals and families bring their mortgages, investments, pensions, protection and estate planning together into one joined-up plan. Clients come to our client to take the pressure off their finances and feel more in control of their future.

Our client is now looking for an exceptional Executive Personal Assistant to support the Founder and Principal Adviser. This is a pivotal, trusted role at the heart of the business.

You will not provide regulated financial advice. Instead, you will orchestrate the people, systems and information that sit around the advice process — protecting the adviser's time and focus, coordinating complex workflows, and ensuring every client experience reflects our client's values.

The role

As Executive PA to the Principal Adviser, you act as an extension of the adviser: anticipating needs, coordinating moving parts, and ...