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Regional Recruitment Helplines: North: 0161 641 2550 | Midlands: 0121 296 7370 | South: 020 771 5540 |


The Role:

  • Serve as the primary point of contact for clients and third parties on behalf of the Managing Director (MD).
  • Schedule and organize meetings for the MD with both new and existing clients, ensuring adherence to the ongoing advice review timelines.
  • Assist in preparing documents for MD’s meetings.
  • Handle post-meeting client correspondence and complete all related tasks for the MD.
  • Update and enter client information for the MD into internal CRM systems.
  • Gather all necessary information for writing client reports for the MD, ensuring it is accessible to paraplanners and organized appropriately.
  • Communicate with Head Office and administrative centers as needed.
  • Participate in forums and workshops for personal development when suitable.
  • Arrange travel and accommodations for the MD concerning client meetings and personal vacations.

The Candidate:

  • Possesses a positive ‘can do’ attitude.
  • Capable of working collaboratively within a team, as well as independently in a dynamic office setting.
  • Exhibits confident communication skills with team members, advisors, and clients, both in person and over the phone.
  • Demonstrates a high level of proficiency in all Microsoft programs; this role requires the successful candidate to operate across multiple IT platforms, including CRM and Salesforce.
  • Exhibits exceptional organizational skills, with an aptitude for managing and prioritizing workloads effectively.
  • Adopts a flexible approach to daily tasks, adjusting to the business’s needs.
  • Maintains a high level of attention to detail.
  • Upholds strict confidentiality at all times.

Working Hours:

  • This is a full-time, permanent position.
  • Our core office hours are from 9 am to 5 pm, Monday through Friday.
  • We are open to discussing flexible working arrangements and hours for the right candidate, which includes hybrid working.


  • Provide administrative and operational support to the MD and leadership team.
  • Manage a wide array of daily tasks, including diary management for the MD and coordinating associated travel arrangements.
Salary£28000 - £35000 Per Year

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