Financial Planning and Analysis

• 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.
• 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).
• 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.
• 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.
• 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.

Executive Assistant – Finance Industry

Senior Financial Accountant – EST Working Hours

CFO Associate

Finance Manager

Finance Director