Job Description

Key Responsibilities

Executive & Administrative Support

Strategic diary management - scheduling and prioritising meetings with clients, introducers, and partners. Inbox management - screening emails, prioritising actions, and drafting responses. Preparing and following up on meetings - collating documents, preparing agendas, and tracking actions. Handling confidential correspondence and sensitive client information. Managing travel arrangements, logistics, and expenses.

2. Client Relationship Coordination

Acting as the first point of contact for high-net-worth clients on non-advice matters. Coordinating new client onboarding and annual review meetings. Liaising with back-office teams to ensure smooth progress of applications and reviews. Maintaining accurate and compliant CRM records (Zoho).

3. Marketing & Communication Support

Managing blog uploads and website content updates. Coordinating email newsletters and client communications (using Zoho Campaigns, Zoho Social, WordPress, Canva, etc.). Proofreading and formatting client-facing materials for brand consistency. Assisting with social media management and event coordination for client and networking events.

4. Operational & Team Liaison

Acting as the communication bridge between adviser, operations, and external partners (e.g. solicitors, accountants). Tracking key business activities and ensuring deadlines are met. Providing regular updates on client work and project progress.

5. Compliance & Business Management Support

Supporting CPD (Continuing Professional Development) tracking and file management. Ensuring compliance documentation is correctly maintained. Pulling CRM and business data for review and planning sessions.

Ideal Candidate

We're looking for someone who is:

Experienced in supporting senior executives (ideally within

financial services

,

wealth management

, or

professional services

). Exceptionally organised and proactive, with outstanding attention to detail. Tech-savvy, with confidence using

Zoho CRM

,

Google Workspace

, and marketing platforms. Emotionally intelligent, professional, and able to build strong relationships with clients and partners. * Discreet, trustworthy, and comfortable handling sensitive information.