Personal Assistant To An Independent Financial Adviser

Overview

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Personal Assistant to an Independent Financial Adviser — Centurion

Description

Job Overview : We are looking for a proactive, professional, and highly organized Personal Assistant to support an Independent Financial Adviser in managing a growing and dynamic financial services practice. This is an exciting opportunity for someone who thrives in a fast-paced environment, enjoys both administrative and client-facing work, and wants to be part of a business that makes a real difference in peoples financial well-being.

This role offers significant room for growth and long-term earning potential for the right candidate who shows initiative, competence, and a strong work ethic.

Responsibilities

• Administrative Support : Manage calendars, schedule appointments, and coordinate meetings
• Screen and respond to phone calls, emails, and other correspondence
• Draft, edit, and proofread documents, presentations, and reports
• Maintain and update client records and CRM systems
• Client Interaction : Act as the first point of contact for client queries and service requests
• Assist with onboarding new clients and collecting required documentation
• Follow up on outstanding paperwork, forms, and compliance items
• Schedule client review meetings and compile meeting packs or summaries
• Operational Tasks : Liaise with financial product providers and internal support teams
• Track new business applications, submissions, and approvals
• Ensure all processes adhere to compliance and regulatory standards
• Help manage internal workflow systems and streamline operations
• Office Management : Organize physical and digital files with attention to data security

Why Join Us?

Youll be part of a purpose-driven, client-focused practice with a strong reputation and an entrepreneurial spirit. This is more than just a support role—it's a chance to grow alongside a successful adviser, deepen your knowledge of the financial services industry, and unlock your professional potential.

Comprehensive training will be provided to ensure you are well-equipped to succeed in the role and grow within the financial services environment.

Education & Experience

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