Key skills
CRMCommunication
About this role
Role Overview
- Proactively manage and prioritise the adviser’s diary
- Triage inbox and route communication appropriately
- Prepare for meetings (documents, agendas, context)
- 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
- Maintain CRM accuracy and document organisation
- Coordinate blog uploads, newsletters and updates
Requirements
- Experience supporting a senior professional or business owner
- Strong organisational and prioritisation skills
- Comfortable managing multiple moving parts at once
- Excellent written and verbal communication in plain English
- High level of discretion and professionalism
- Helpful (but not required) exposure to financial services, mortgages or professional services
- Experience working in structured or regulated environments
Benefits
- 10 days PTO monthly accumulated