35 Assistant principal Jobs and Work in South Africa

Our client is an independent financial planning firm helping individuals and families bring their mortgages, investments, pensions, protection and estate planning together into one joined-up plan. Clients come to them to take the pressure off their finances and feel more in control of their future.

They're now looking for an exceptional Executive Personal Assistant to support the Founder and Principal Adviser. This is a pivotal, trusted role at the heart of the business.

You won't provide regulated financial advice. Instead, you'll orchestrate the people, systems and information that sit around the advice process — protecting the adviser's time and focus, coordinating complex workflows, and making sure every client experience reflects the firm's values.

This role suits someone who thrives on structure, clarity and ownership, and who genuinely enjoys making complex processes feel simple for others.

What's on offer

R16,000/month
Office-based, working UK business hours (8:30am-5pm UK time)
A genuinely trusted, high-responsibility role at the centre of a growing business
Direct, close working relationship with a Founder who values structure and ownership
Long-term placement

What you'll be doing

Executive support to the Principal Adviser

Strategic diary management — booking, prioritising and protecting time for client meetings, preparation, follow-up, networking, coaching and internal planning
Inbox triage and email management, routing items to the right team and flagging what needs the adviser's personal attention
Meeting preparation and follow-up — assembling fact-finds, previous advice documents, financial plans and provider reports, preparing agendas, and capturing actions
Handling confidential client and business information with discretion

Client coordination and experience

Acting as first point of contact for day-to-day client queries (non-advice), managing expectations and next steps
Managing the end-to-end client journey across mortgages, protection, general insurance, estate planning, and investment reviews
Sending clear, plain-English updates so clients always know where things stand
Coordinating client feedback requests after successful completions

Operational workflow and systems coordination

Maintaining operational dashboards, KPIs and reporting
Creating, assigning and monitoring tasks across one-off and recurring items
Liaising with providers, networks and platforms to progress cases
Maintaining accurate CRM records and document filing

Marketing and relationship support

Coordinating blog uploads, website updates and light edits
Supporting newsletters and client campaigns
Preparing client-friendly summaries in the firm's tone: warm, clear and practical

Compliance and business support

Assisting with file preparation for network sign-off
Tracking file checks, commission queries and remedial actions
Supporting quarterly planning and process documentation

What we're looking for

This role carries a lot of responsibility across operations, compliance and client servicing — so who you are matters more than a checklist of prior experience.

Essential

Strong attention to detail and reliability — this is a role where things cannot slip through the cracks
Experience managing multiple, competing priorities in a regulated or professional services environment
Confidence to take ownership of tasks and see them through with limited day-to-day direction
Excellent written and verbal communication in clear, plain English
Trustworthy with confidential information

Helpful, but not essential

Financial services experience, or familiarity with mortgages, protection or estate planning — a bonus, not a requirement. The right working style and attitude matter more than sector background.
Familiarity with regulated environments and compliant record-keeping

Personal qualities

Client-centred and empathetic
A careful listener who reflects information accurately
Proactive, calm and solutions-focused
Strong sense of ownership — comfortable operating independently, not waiting to be told what's next
Comfortable protecting the adviser's time and doing right by clients

Quick Apply

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