Executive Personal Assistant to Founder & Principal Adviser

About the role

This is a trusted, high‑responsibility position supporting the Founder and Principal Adviser of an independent financial planning firm. You will not provide regulated advice, but you will orchestrate people, systems and information to protect the adviser’s time and ensure a seamless client experience.

Key responsibilities

• Strategic diary management, prioritising client meetings, networking and internal planning.
• Inbox triage, email routing and flagging items requiring personal attention.
• Prepare and follow up on meetings, assembling fact‑finds, advice documents and agendas.
• Act as first point of contact for non‑advice client queries and manage end‑to‑end client journeys across mortgages, protection, insurance, estate planning and investments.
• Maintain operational dashboards, KPIs, task tracking and accurate CRM records.
• Support marketing activities such as blog uploads, website updates, newsletters and client campaigns.
• Assist with compliance documentation, file preparation and quarterly planning.

Required profile

• Highly organised with a passion for structure, clarity and ownership.
• Excellent discretion handling confidential client and business information.
• Strong communication skills, able to convey updates in plain English.
• Proactive problem‑solver who enjoys simplifying complex processes.

Required skills

What we offer

• Salary of R16,000 per month.
• Office‑based role working UK business hours (8:30 am‑5 pm).
• Direct relationship with the Founder, offering high visibility and impact.
• Long‑term placement in a growing business.