Executive Advice Support

📍 City of London, Bank | On-site🕒 Tuesday – Thursday, 9am–5pm🏢 Tarragon Wealth LimitedAbout UsTarragon Wealth Limited is a growing, client-focused financial advice firm based in the heart of the City of London. We pride ourselves on delivering a first-class experience to clients across the UK, built on trust, professionalism, and personal service.The RoleWe are seeking a dedicated and professional Executive Advice Support to join our expanding team. In this role, you will provide vital administrative and client service support to our Managing Director and Practice Manager, ensuring that every client receives a seamless, high-quality experience.Key ResponsibilitiesSupport the Practice Manager with client appointments, meeting preparation, and follow-up actions.Assist with the administration of financial advice, documentation, and record-keeping.Liaise with clients and partners in a professional and courteous manner, maintaining confidentiality at all times.Manage correspondence, including drafting and formatting formal emails and letters.Contribute to the smooth running of a growing financial advice business with clients across the UK.Key Skills & AttributesExcellent office etiquette and a professional communication style.Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).Strong written communication skills, with an ability to produce polished, formal correspondence.A proactive attitude with a willingness to go the extra mile to support clients and colleagues.Organised, dependable, and committed to delivering exceptional service.Why Join Tarragon Wealth Limited?Competitive pay and pension.Opportunities for career growth and professional development.A people-focused culture where teamwork, integrity, and shared success come first.If you’re a detail-oriented professional who thrives in a supportive, high-performing environment — and you’re looking to make a meaningful impact in a respected financial advice firm — we’d love to hear from you.