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