Our client is a successful and well established family run business specialising in Financial Planning to their clients

The company are dealing with full Financial Planning needs to a loyal client portfolio including tax pensions and investment advice

We are looking for an experienced EA to support 2 of the Financial Advisers

Key Responsibilities

• Manage advisers’ calendars, email inboxes, and scheduling priorities.
• Track key tasks, follow-ups, and deadlines to ensure advisers stay on top of client and regulatory requirements.•
• Assist with preparing presentations, meeting preparation packs and internal meeting notes.
• Maintain client records and ensure documents are updated on Salesforce and other relevant systems.•
• Process adviser expenses, invoices, and reimbursement forms.
• Coordinate travel arrangements and logistics as needed.
• Serve as the primary administrative point of contact for clients, ensuring a smooth, professional, and timely experience.
• Proficiency in Microsoft 365 (Outlook, Teams, Excel, Word, PowerPoint).
• Salesforce experience is advantageous.

In return you will receive a competitive basis plus benefits package and chance of an immediate start

For more details call Jason at Astral