executive assistant
1 day ago
JOB DESCRIPTION FOR EXECUTIVE ASSISTANT (WITH UK TAX EXPERIENCE)
As an Executive Assistant: You will serve as a critical support function to our financial advisors and senior executives by combining high-level administrative support with specialized financial services knowledge. Your day-to-day will involve managing schedules, coordinating client engagements, maintaining accurate records, and supporting the tax processes through document preparation and compliance monitoring. The ideal candidate is exceptionally organized, a clear communicator, and experienced in UK tax and financial advisory support—experience with Xplan would be a strong advantage.
Your Responsibilities as an Executive Assistant (With UK TAX Experience) would be:
· Act as the primary administrative point of contact for the advisor, including managing calendars, meetings, and email correspondence.
· Prepare and finalize summaries, and client-facing reports in collaboration with the advisory and paraplanning teams.
· Maintain and update client data accurately and ensure compliance with company procedures and financial services regulations.
· Coordinate internal workflow, manage deadlines, and liaise between paraplanners, advisors, and external partners to ensure timely service delivery.
· Assist with client onboarding, documentation collation, and ensuring regulatory requirements such as KYC/AML are met.
· Monitor progress of advice implementation and track client deliverables to completion.
· Prepare meeting agendas, take minutes, and ensure follow-up on assigned tasks post-client meetings.
· Provide assistance, including research, strategy notes, and technical document drafting as needed.
· Maintain confidential records, manage version control of client files, and support internal audits.
Qualification and requirements:
Qualifications as an Executive Assistant (With UK TAX Experience) would be:
· Previous UK TAX experience would be great and Xplan experience even better.
· HubSpot experience is a plus.
· At least 2 years' experience working in an administration, support or paraplanning role in financial services.
· Strong written and verbal communication skills.
· Excellent attention to detail and analytical skills.
· Well-organised with the ability to work within a team environment or independently.
· Strong interpersonal skills and the ability to develop and maintain client relationships.
· Professional and friendly demeanor with a willingness to take initiative.
· Ability to work well under pressure and meet deadlines.
· Strong Microsoft Office skills including Excel, Word and Outlook, and Microsoft AI tools experience.
Non-negotiable skills & requirements:
- · Experience working in an international financial advisory firm is highly regarded.
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