Executive Personal Assistant

About the Role We are looking for a highly organised and proactive Executive Personal Assistant to provide comprehensive administrative and operational support to our senior advisers and management team. This is a dynamic role suited for someone who thrives in a fast-paced financial advisory environment and takes pride in keeping things running seamlessly behind the scenes.

Responsibilities

• Manage schedules, correspondence, and priorities to provide dedicated PA support to senior Financial Advisers and management
• Coordinate and follow up on client appointments, meetings, and internal reviews to ensure timely execution
• Maintain and update CRM systems with accurate client and activity records for effective client management
• Prepare reports, meeting minutes, presentations, and internal documentation to support decision-making
• Plan and coordinate team events, training sessions, and company functions to foster...