• Proactively manage and prioritise the adviser’s diary
• Triage inbox and route communication appropriately
• Identify what needs the adviser’s attention vs what can be handled elsewhere
• Prepare for meetings (documents, agendas, context)
• Capture actions and ensure they are completed
• Act as a key point of contact for client queries (non-advice)
• Manage and track client journeys across: Mortgages, Protection & insurance, Investments & financial planning reviews, Estate planning
• Keep clients updated in clear, plain English
• Create, assign and track tasks across the business
• Coordinate with internal support and external providers
• Maintain CRM accuracy and document organisation
• Monitor workflows and ensure nothing stalls or gets lost
• Identify and improve inefficient processes
• Work closely with a virtual assistant and external partners
• Ensure tasks are clearly defined and followed through
• Confidently follow up and keep people accountable
• Coordinate blog uploads, newsletters and updates
• Assist with client communications in a clear, friendly tone
• Support relationship tracking and reporting
• Support file preparation and internal checks
• Maintain organised, accurate records
• Assist with process documentation and ongoing improvements
Requirements
• Experience supporting a senior professional or business owner
• Strong organisational and prioritisation skills
• Comfortable managing multiple moving parts at once
• Excellent written and verbal communication in plain English
• High level of discretion and professionalism
