Executive Personal Assistant to the Principal Adviser

Salary: $900 and 10 days PTO monthly accumulated

About the business:

We are an independent financial planning firm helping individuals and families bring their mortgages, investments, pensions, protection and estate planning into one clear, joined-up plan.

Our clients come to us to reduce financial stress and feel more in control of their future. We take pride in delivering a calm, structured and highly personal experience.

The role:

This is not a traditional PA role.

You will act as the operational anchor of the business — protecting the Principal Adviser’s time, coordinating all moving parts, and ensuring nothing is missed.

Your primary responsibility is simple to describe but powerful in practice:
make sure the right things happen, at the right time, with the right people, without constant direction.

You will not provide financial advice.
Instead, you will run the flow around the advice process so the adviser can focus on high-value client work.

What success looks like

• The adviser’s time is protected and focused

• Clients feel informed, supported and never “in the dark”

• Tasks are followed through without needing to be chased

• Internal and external stakeholders are coordinated smoothly

• The business runs in a calm, organised and proactive way

Key responsibilities:

1. Executive support & control of workflow

• Proactively manage and prioritise the adviser’s diary

• Triage inbox and route communication appropriately

• Identify what needs the adviser’s attention vs what can be handled elsewhere

• Prepare for meetings (documents, agendas, context)

• Capture actions and ensure they are completed

2. Client coordination & experience

• Act as a key point of contact for client queries (non-advice)

• Manage and track client journeys across:

  • Mortgages

  • Protection & insurance

  • Investments & financial planning reviews

  • Estate planning

• Keep clients updated in clear, plain English

• Ensure every client knows “what’s happening” and “what’s next”