FinSteward (an affiliate of Liberty) is seeking a professional, highly organised Personal Assistant to support one of our Senior Financial Advisers.

This role requires a proactive individual who thrives in a structured, fast-paced financial services environment and who values excellence, confidentiality, and professionalism.

This is not a traditional PA role. We are looking for a strong operational right-hand who can take ownership of administrative functions, enabling the Financial Adviser to focus on client strategy, production, and growth.

Key Responsibilities:

• Full diary and calendar management for the Financial Adviser

• Managing emails and correspondence professionally and timeously

• Scheduling client meetings and follow-ups

• Preparing client meeting packs, proposals and review documentation

• Liaising with clients, product providers and internal stakeholders

• Assisting with compliance documentation and submission processes

• Tracking new business and following up on outstanding requirements

• Maintaining accurate client records and CRM updates

• Handling confidential financial information with discretion

• General administrative and office support

This is a full-time, office-based role in Irene Corporate Corner, Pretoria.