Executive Personal Assistant to Founder & Principal Adviser

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  Strategic diary management — booking, prioritising and protecting time for client meetings, preparation, follow-up, networking, coaching and internal planning

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  Inbox triage and email management, routing items to the right team and flagging what needs the adviser's personal attention

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  Meeting preparation and follow-up — assembling fact-finds, previous advice documents, financial plans and provider reports, preparing agendas, and capturing actions

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  Handling confidential client and business information with discretion

• Acting as first point of contact for day-to-day client queries (non-advice), managing expectations and next steps

• Managing the end-to-end client journey across mortgages, protection, general insurance, estate planning, and investment reviews

• Sending clear, plain-English updates so clients always know where things stand

• Coordinating client feedback requests after successful completions

• Maintaining operational dashboards, KPIs and reporting

• Creating, assigning and monitoring tasks across one-off and recurring items

• Liaising with providers, networks and platforms to progress cases

• Maintaining accurate CRM records and document filing

• Coordinating blog uploads, website updates and light edits

• Supporting newsletters and client campaigns

• Preparing client-friendly summaries in the firm's tone: warm, clear and practical

• Assisting with file preparation for network sign-off

• Tracking file checks, commission queries and remedial actions

• Supporting quarterly planning and process documentation

This role carries a lot of responsibility across operations, compliance and client servicing — so who you are matters more than a checklist of prior experience.

• Strong attention to detail and reliability — this is a role where things cannot slip through the cracks

• Experience managing multiple, competing priorities in a regulated or professional services environment

• Confidence to take ownership of tasks and see them through with limited day-to-day direction

• Excellent written and verbal communication in clear, plain English

• Trustworthy with confidential information

• Financial services experience, or familiarity with mortgages, protection or estate planning — a bonus, not a requirement. The right working style and attitude matter more than sector background.

• Familiarity with regulated environments and compliant record-keeping

• Client-centred and empathetic

• A careful listener who reflects information accurately

• Proactive, calm and solutions-focused

• Strong sense of ownership — comfortable operating independently, not waiting to be told what's next

• Comfortable protecting the adviser's time and doing right by clients