Movement Strategy is looking for an Executive Personal Assistant to the Principal Adviser. This is a pivotal, trusted role at the heart of our independent financial planning firm, supporting the Founder and Principal Adviser directly. You will orchestrate the people, systems, and information around the advice process to protect the adviser's time and focus, coordinate complex workflows, and ensure a high-quality client experience.
What You'll Do
- Manage the adviser's strategic diary: booking, prioritising, and protecting time for client meetings, preparation, follow-up, networking, coaching, and internal planning.
- Perform inbox triage and email management: routing emails, flagging items for the adviser, and posting updates to internal groups.
- Handle meeting preparation and follow-up: assembling documents, preparing agendas, capturing actions, and managing confidential information.
- Act as the first point of contact for day-to-day client queries (non-advice), providing updates and arranging next steps.
- Manage the end-to-end client journey across mortgages, protection, general insurance, estate planning, and investment reviews.
- Send timely, plain-English updates to clients on progress and next steps.
- Coordinate client feedback requests following successful completions.
- Maintain and improve operational dashboards, KPIs, and reporting.
- Create, assign, and monitor tasks for one-off and recurring operational items.
- Liaise with providers, networks, and platforms to progress cases and resolve queries.
- Support CPD tracking and logging.
- Maintain accurate CRM records and document filing across all core systems.
- Coordinate blog uploads, website updates, and light edits.
- Support newsletters and client campaigns.
- Prepare client-friendly summaries and covering emails aligned with the firm's tone.
- Support introducer and relationship activity logging and reporting.
- Assist with preparation of files for network sign-off.
- Trigger and track file checks, commission queries, and remedial actions.
- Support quarterly planning and maintain up-to-date process documentation.
What We're Looking For
- Proven experience supporting a senior executive in a professional services environment.
- Strong organisational and prioritisation skills.
- Confidence using multiple software systems.
- Excellent written and verbal communication in clear, plain English.
- Trusted with confidential information.
Nice to Have
- Understanding of UK financial advice, mortgages, protection, or estate planning.
- Familiarity with regulated environments and compliant record-keeping.
Team & Environment
You will directly support the Founder and Principal Adviser. This role is central to enabling the adviser's focus and the firm's client-centred operations.
Benefits & Compensation
- Compensation: $800 per month.
Work Mode
This is a fully remote position based in Cape Town, Western Cape, South Africa. Our culture is client-centred, empathetic, proactive, and solutions-focused, with a strong ownership mindset. We value professionals comfortable protecting independence and doing the right thing for clients.
Movement Strategy is an equal opportunity employer.
