Our client is a successful and well established family run business specialising in Financial Planning to their clients
The company are dealing with full Financial Planning needs to a loyal client portfolio including tax pensions and investment advice
We are looking for an experienced EA to support 2 of the Financial Advisers
Key Responsibilities
*Manage advisers’ calendars, email inboxes, and scheduling priorities.
*Track key tasks, follow-ups, and deadlines to ensure advisers stay on top of client and regulatory requirements.•
*Assist with preparing presentations, meeting preparation packs and internal meeting notes.
*Maintain client records and ensure documents are updated on Salesforce and other relevant systems.•
*Process adviser expenses, invoices, and reimbursement forms.
*Coordinate travel arrangements and logistics as needed.
*Serve as the primary administrative point of contact for clients, ensuring a smooth, professional, and timely experience.
*Proficiency in Microsoft 365 (Outlook, Teams, Excel, Word, PowerPoint).
*Salesforce experience is advantageous.
In return you will receive a competitive basis plus benefits package and chance of an immediate start
For more details call Jason at Astral