Financial Advisor

Job Title: Virtual Personal Assistant

Location: Western Cape (Remote role with occasional office visits required)

Reports to: Managing Director

Working Hours: Monday to Friday UK Working Hours

(Note: Occasional after-hours work may be required)

Salary Range: R19,800 R26,400 per month (dependent on experience and qualifications)

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About the Company:

Our client is passionate about empowering businesses to thrive by providing personalised and innovative financial solutions. They believe that every business is unique, which is why they take the time to truly understand each clients specific needs and challenges. By blending smart technology with human creativity, they guide businesses through tailored funding options that provide quick access to capital, with full transparency and control at every step. Their unbiased approach ensures that businesses receive bespoke financing solutions that go far beyond what traditional financial institutions typically offer. Whether you are a CFO, business owner, or advisor, our clients expert team is ready to help you unlock the funding needed to drive growth and success.

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Position Overview:

We are seeking a Virtual Personal Assistant (VPA) to provide high-level administrative support to the Managing Director. This role requires a professional, detail-oriented individual who thrives in a fast-paced environment and can think on their feet while maintaining a proactive, solutions-driven mindset.

As this is a remote position, the successful candidate must have a fully functional home office setup, with stable internet and minimal distractions. Occasional in-office attendance may be required, so candidates must be based in the Western Cape.

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Key Responsibilities:

Administrative Support:

Manage the Managing Directors diary scheduling appointments, booking meetings, and ensuring smooth calendar management.

Arrange and coordinate travel bookings, including flights, accommodation, and transfers.

Handle all general administrative duties, including document preparation, filing, and record-keeping.

Assist with creating presentations, reports, and other business documents.

Deal with basic queries and administrative requests, resolving issues quickly and professionally.

Communication & Coordination:

Act as the primary liaison between the MD and both internal and external stakeholders.

Set up and manage virtual meetings using Google Meet and other platforms.

Track action items and follow-ups to ensure nothing falls through the cracks.

Finance & Invoicing Support:

A basic understanding of finance is required.

When needed, provide assistance with invoicing, credit control, and debtor follow-ups.

Experience with Xero is advantageous.

Social Media & Creative Support:

Assist with light social media management, staying informed on current digital trends and recommending creative ideas.

Occasionally capture footage or images to support content creation.

CRM Management:

Update and maintain the companys CRM system (experience with Pipedrive would be highly beneficial).

Ensure all client interactions, updates, and notes are accurately captured.

Problem-Solving & Ad Hoc Support:

Handle unexpected situations and challenges with a calm, solution-focused approach.

Use initiative to independently resolve issues while keeping the MD informed.

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Minimum Requirements:

Education:

Diploma or Degree in Business Administration (or a related field).

Experience:

Minimum of 5 years experience in a similar role, ideally supporting a senior executive.

Previous experience working in a remote environment would be an advantage.

Technical Competencies:

Fully proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

Comfortable setting up and hosting meetings on Google Meet.

Key Attributes & Soft Skills:

• Highly organised and attention to detail-driven.
• Strong written and verbal communication skills.
• Quick problem-solver who can think on their feet.
• Able to work independently with minimal supervision.
• Takes initiative and actively seeks solutions.
• Calm under pressure and solutions-focused.
• Collaborative team player who enjoys working with others.
• Friendly, professional, and approachable.
• Ambitious and motivated to grow within the company.

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If you thrive in a dynamic environment, have a passion for delivering exceptional support, and want to be part of a forward-thinking company that values both creativity and smart technology, this could be the perfect role for you.