RecruitSA

Executive Personal Assistant – Principal Adviser

RecruitSA

full-time

Posted on:

Location Type: Remote

Location: South Africa

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Salary

💰 $800 per month

Job Level

Lead

About the role

  • Acting as an extension of the adviser: anticipating needs, coordinating moving parts, and ensuring nothing slips through the cracks.
  • Executive support to the Principal Adviser Strategic diary management: booking, prioritising and protecting time for client meetings, preparation, follow-up, networking, coaching and internal planning.
  • Inbox triage and email management: Routing emails to processing, operations and wealth teams. Flagging items requiring the adviser’s personal attention.
  • Posting key lender and provider updates into the appropriate internal groups.
  • Meeting preparation and follow-up: Assembling fact-finds, previous advice documents, financial plans, product overviews and provider reports. Preparing agendas and checklists. Capturing actions and converting them into tasks or operational tickets. Handling confidential client and business information with discretion and professionalism.
  • Client coordination and experience Acting as first point of contact for many day-to-day client queries (non-advice), providing updates, managing expectations and arranging next steps. Managing the end-to-end client journey across: Mortgages. Protection. General insurance. Estate planning workflows. Investment and financial planning reviews. Sending timely, plain-English updates so clients always know “where we are now” and “what happens next”. Coordinating client feedback requests following successful completions.
  • Operational workflow and systems coordination Maintaining and improving operational dashboards, KPIs and reporting. Creating, assigning and monitoring tasks for one-off and recurring operational items. Liaising with providers, networks and platforms to progress cases and resolve queries. Supporting CPD tracking and logging. Maintaining accurate CRM records and document filing across all core systems.
  • Marketing and relationship support Coordinating blog uploads, website updates and light edits. Supporting newsletters and client campaigns. Preparing client-friendly summaries and covering emails aligned with the firm’s tone: warm, clear and practical. Supporting introducer and relationship activity logging and reporting.
  • Compliance and business management support Assisting with preparation of files for network sign-off. Triggering and tracking file checks, commission queries and remedial actions. Supporting quarterly planning and maintaining up-to-date process documentation.

Requirements

  • Proven experience supporting a senior executive in a professional services environment.
  • Strong organisational and prioritisation skills.
  • Confidence using multiple software systems.
  • Excellent written and verbal communication in clear, plain English.
  • Trusted with confidential information.
  • Helpful (but trainable)
  • Understanding of UK financial advice, mortgages, protection or estate planning.
  • Familiarity with regulated environments and compliant record-keeping.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
diary managementemail managementclient coordinationoperational workflowKPI reportingCRM managementtask managementcompliance documentationfinancial planningmortgage processing
Soft Skills
organisational skillsprioritisation skillswritten communicationverbal communicationdiscretionhelpfulnessadaptabilityclient managementattention to detailprofessionalism