Virtual assistant

We are a growing UK-based financial planning and wealth management business looking for an exceptional Virtual Assistant to join our team.

This is not a simple data entry role.

We are looking for someone intelligent, resourceful, highly organised, and confident on the telephone who can help us deliver outstanding service to our clients.

You will work directly with our Executive PA, Chantal, who is based in South Africa and will be your line manager. Together, you will support a busy team of financial advisers serving clients throughout the United Kingdom.

If you enjoy solving problems, speaking to people, chasing information, and helping a business run smoothly, we'd love to hear from you.
What You'll Be Doing

Your role will involve a mixture of administration, communication, research, and problem-solving.

Typical tasks include:

• Calling pension providers, insurance companies, investment companies, banks, and other organisations on behalf of our team.

• Chasing outstanding information and following up requests.

• Speaking confidently and professionally with customer service teams and provider representatives.

• Updating and maintaining our CRM system.

• Entering and checking client information accurately.

• Managing emails and correspondence.

• Conducting online research.

• Assisting with projects and business improvements.

• Organising documents and records.

• Supporting advisers and administrators with day-to-day tasks.

• Helping ensure that client cases continue moving forward without delays.

Some days you may spend several hours on the telephone obtaining information from providers. Other days you may be updating records, preparing reports, or helping with special projects.

No two days are exactly the same.
Who We Are Looking For

The ideal candidate is:

• Intelligent and quick to learn.

• Highly organised and detail-oriented.

• Comfortable speaking on the telephone.

• Able to communicate clearly in written and spoken English.

• Confident working independently.

• Reliable and trustworthy.

• Able to take ownership of tasks.

• Proactive rather than reactive.

• Positive, professional, and solution-focused.

We can teach financial services.

We cannot teach attitude, reliability, and work ethic.
Essential Requirements

• Excellent spoken and written English.

• Previous Virtual Assistant, administrative, customer service, or support experience.

• Strong attention to detail.

• Reliable computer and internet connection.

• Quiet working environment.

• Ability to work UK business hours.

• Comfortable making outbound telephone calls.
Bonus Skills (Not Essential)

• Financial services experience.

• Insurance experience.

• Banking experience.

• CRM experience.

• Microsoft Office.

• Google Workspace.

• Process documentation.

• Customer service experience.
What Success Looks Like

Within a few months you will:

• Confidently communicate with providers.

• Understand our systems and processes.

• Help reduce delays and bottlenecks.

• Become a trusted member of our team.
To demonstrate your attention to detail, please begin your application with the words:

"Broadacre Rugby Club"

• Play a key role in delivering an excellent client experience.
IMPORTANT – PLEASE READ

To demonstrate your attention to detail, please begin your application with the words:

"Broadacre Rugby Club"

Applications that do not include these words will not be considered.

Please also include:

Your CV.
A brief introduction about yourself.
Details of your previous experience.
Your internet speed.
A 1–2 minute voice recording introducing yourself.
Your answer to the following question:

Tell us about a situation where you had to chase somebody repeatedly to get something done. What did you do, and what was the outcome?

We look forward to hearing from you.