Executive Personal Assistant – Principal Adviser

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The Sales Centre

WebsiteLinkedInAll Job Openings

1 - 10 employees

🤝 B2B

☁️ SaaS

B2B • Marketing • SaaS

The Sales Centre is a company that specializes in providing outsourced sales and marketing services, helping businesses scale and grow by managing their sales functions externally. They offer a range of services including marketing and lead generation, sales outsourcing, and sales consultancy. Their services are designed to allow businesses to focus on core operations by taking on tasks such as lead generation and client acquisition, especially useful for resource-strained teams and small to medium-sized enterprises. The Sales Centre acts as a growth partner for businesses entering new markets, offering scalable solutions to maintain sales momentum and adapt to evolving growth strategies. As certified HubSpot Solutions Partners, they also offer CRM setup, implementation, and training to enhance business operations.

📋 Description

• Proactively manage and prioritise the adviser’s diary • Triage inbox and route communication appropriately • Identify what needs the adviser’s attention vs what can be handled elsewhere • Prepare for meetings (documents, agendas, context) • Capture actions and ensure they are completed • Act as a key point of contact for client queries (non-advice) • Manage and track client journeys across: Mortgages, Protection & insurance, Investments & financial planning reviews, Estate planning • Keep clients updated in clear, plain English • Create, assign and track tasks across the business • Coordinate with internal support and external providers • Maintain CRM accuracy and document organisation • Monitor workflows and ensure nothing stalls or gets lost • Identify and improve inefficient processes • Work closely with a virtual assistant and external partners • Ensure tasks are clearly defined and followed through • Confidently follow up and keep people accountable • Coordinate blog uploads, newsletters and updates • Assist with client communications in a clear, friendly tone • Support relationship tracking and reporting • Support file preparation and internal checks • Maintain organised, accurate records • Assist with process documentation and ongoing improvements

🎯 Requirements

• Experience supporting a senior professional or business owner • Strong organisational and prioritisation skills • Comfortable managing multiple moving parts at once • Excellent written and verbal communication in plain English • High level of discretion and professionalism

🏖️ Benefits

• 10 days PTO monthly accumulated