Job OverviewWe 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.Key ResponsibilitiesAdministrative Support:Manage calendars, schedule appointments, and coordinate meetingsScreen and respond to phone calls, emails, and other correspondenceDraft, edit, and proofread documents, presentations, and reportsMaintain and update client records and CRM systemsClient Interaction:Act as the first point of contact for client queries and service requestsAssist with onboarding new clients and collecting required documentationFollow up on outstanding paperwork, forms, and compliance itemsSchedule client review meetings and compile meeting packs or summariesOperational Tasks:Liaise with financial product providers and internal support teamsTrack new business applications, submissions, and approvalsEnsure all processes adhere to compliance and regulatory standardsHelp manage internal workflow systems and streamline operationsOffice Management:Organize physical and digital files with attention to data securityWhy 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 roleits 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:Matric (required)Relevant tertiary qualification (advantageous)Minimum of 2 years' experience in an administrative, support, or PA roleExperience in financial services will be a strong advantageSkills & Competencies:Excellent time management and organizational skillsStrong written and verbal communication abilitiesDiscreet, professional, and trustworthy with confidential informationDetail-oriented, able to multitask and meet deadlinesTech-savvy with proficiency in MS Office Suite and OutlookExperience with CRM systems such as Atwork, Xplan, Salesforce, or similar is a plus
