The Sales Centre

• Provide technical support to customers using the platform • Troubleshoot and resolve platform-related issues • Assist customers with navigating and understanding system functionality • Escalate more advanced technical issues where necessary • Help maintain high customer retention and satisfaction • Assist in building support documentation and knowledge bases • Work alongside AI support tools and support automation systems • Identify recurring customer issues and suggest process improvements

• Taking full ownership of daily operations and administration across the business • Acting as the primary point of contact for clients via phone, email, and WhatsApp — maintaining a high level of responsiveness and professionalism • Managing the full order lifecycle from confirmation through to delivery, ensuring timelines are met and issues are proactively addressed • Supporting and driving the sales process — following up on quotes and leads, nurturing client relationships, converting enquiries, and identifying upsell opportunities • Building strong, long-term client relationships that lead to repeat business and referrals • Coordinating production workflows, suppliers, and timelines within a bespoke or made-to-order environment • Assisting with product costing, pricing structures, and custom specifications • Identifying inefficiencies and implementing process improvements without being prompted • Building and maintaining systems that support organisation, visibility, and scalability • Communicating consistently with the CEO via WhatsApp — staying aligned on priorities, updates, and business activity at all times • Operating as a trusted right-hand to the CEO, supporting both operational and commercial priorities

• Proactively manage and protect your principal's calendar — scheduling networking coffees, events, and follow-ups while guarding deep-work blocks • Flag priority emails, draft responses, and keep communications moving • Prepare a Monday agenda and Friday recap each week: what's coming up, who's being met, follow-ups due, pending tasks • Log and track contacts, schedule 1-2-1 meetings, and manage follow-up prompts after events and coffees • Research people before meetings — background on key contacts, companies, leads, and collaborators • Curate local industry events, mixers, and meetups worth attending • Draft outreach and follow-up email templates across professional categories • Conduct targeted research on prospects, opportunities, and contacts — compiling organised summaries • Support with cover letter preparation and outreach campaigns • Assist with professional registration applications and multi-step admin processes • Book co-working spaces, scout venues, arrange RSVPs, and coordinate travel logistics for US and UK trips

• Executive support to the Principal Adviser. • Strategic diary management: booking, prioritising and protecting time. • Inbox triage and email management. • Meeting preparation and follow-up. • Act as first point of contact for clients. • Manage the end-to-end client journey across multiple financial workflows. • Maintain and improve operational dashboards and KPI reporting.

• Lead PR efforts, pitching stories journalists actually care about • Secure meaningful coverage and build strong media relationships • Support digital campaigns that keep clients visible and relevant • Manage multiple client accounts simultaneously and handle deadlines with clarity • Communicate progress, updates, and challenges clearly with the team

• Owning all day-to-day operations and administration end-to-end • Acting as the primary point of contact for clients • Managing the full order lifecycle • Actively supporting the sales process • Building and maintaining strong client relationships • Supporting production workflows and supplier coordination • Assisting with product costing, pricing structures, and customisation specifications • Identifying inefficiencies and implementing improvements • Building and maintaining systems that keep the business organised • Communicating directly and regularly with the CEO

• You’ll play a key role in developing and executing high-impact SEO strategies • Conducting advanced keyword research and competitor analysis • Performing in-depth technical SEO audits and implementing improvements • Developing and executing link building strategies • Optimising on-page SEO for client websites • Analysing performance using web analytics tools • Collaborating with internal teams to shape content and technical strategies • Identifying growth opportunities and translating insights into action