Executive Personal Assistant to the Principal Adviser

Salary: $800

Our client is an independent financial planning firm helping individuals and families bring their mortgages, investments, pensions, protection and estate planning together into one joined-up plan. Clients come to our client to take the pressure off their finances and feel more in control of their future.

Our client is now looking for an exceptional Executive Personal Assistant to support the Founder and Principal Adviser. This is a pivotal, trusted role at the heart of the business.

The role

As Executive PA to the Principal Adviser, you act as an extension of the adviser: anticipating needs, coordinating moving parts, and ensuring nothing slips through the cracks. Your work spans executive support, client coordination and operational workflow — all with one goal: enabling high-quality client conversations and long‑term planning. This role suits someone who thrives on structure, clarity and ownership, and who genuinely...