Executive virtual assistant for professionals
Hello, I’m Rachel.
I spent over 20 years in investment banking and insurance supporting senior people who never had enough hours in the day. Now I do the same for financial advisers, wealth managers, mortgage and protection advisers and insurance brokers, remotely and discreetly, so you can spend your time with clients instead of on admin.
Based in Ashford, Kent · Supporting clients across the UK
Admin support from someone who knows your world
Most virtual assistants are generalists. I’ve worked inside regulated financial firms, so I understand client confidentiality, compliance deadlines and why a review meeting can’t slip. You won’t need to explain the basics, and you won’t need to check everything twice.
How I can help
- Client & diary management: booking annual reviews and client meetings, managing your diary across time zones, sending reminders and rescheduling without the back-and-forth.
- Inbox & correspondence: triaging your inbox, drafting replies, chasing providers and keeping client communication moving.
- New business & case admin: preparing packs, chasing paperwork and signatures, keeping records up to date [in your back-office system].
- Reports & documents: formatting review packs, reports and presentations, taking minutes and tidying up templates.
- Executive & personal support: travel, events, expenses and the personal errands that eat into your week.
Need something that isn’t listed? Tell me what’s taking up your time and I’ll tell you honestly whether I can take it off your hands.
The art of diary tetris
Annual review season, provider meetings, compliance deadlines, a client who can only do Thursday at 4pm. I’ve spent two decades fitting it all together for senior people in banking and insurance, and I enjoy it.
I work ahead of you: spotting clashes before they happen, making sure you have the right papers before each meeting, and keeping your week calm. Whether you want to hand everything over or stay closely involved, I’ll fit around the way you work.
Why Work With Me?
Finance-sector experience
20+ years in investment banking and insurance. I know the language, the pace and the standards expected.
Confidential by default
Client information is handled with the discretion you’d expect from someone who has worked in regulated firms her whole career.
Flexible support
A few hours a month or a regular weekly slot. Support that grows or shrinks with your business.
No overheads
Experienced support without the cost of recruiting, employing or training in-house staff.
Get in touch
Let’s talk about what’s taking up your time
Book a free 15-minute call and tell me what’s on your plate. No hard sell. If I’m not the right fit, I’ll say so.Based in Ashford, Kent, supporting financial services clients across the UK.
Feel free to contact me with any inquiries or questions!