We’re Hiring: Executive Assistant (with UK Tax Experience)!

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We are currently on the lookout for an Executive Assistant (with UK Tax Experience) to join our team at Cloudstaff, the #1 workplace everywhere! Think you qualify for the role? Attach a 1-2 minute video intro and introduce yourself to us so we can meet you virtually. Attach this together with your updated CV to become a priority applicant!

Role: Executive Assistant (with UK Tax Experience)

Work Arrangement: Work From Home

Location: Philippines - Angeles / Mabalacat (Pampanga)

Schedule: Mid Shift

As an Executive Assistant: You will serve as a critical support function to our financial advisors and senior executives by combining high-level administrative support with specialized financial services knowledge. Your day-to-day will involve managing schedules, coordinating client engagements, maintaining accurate records, and supporting the tax processes through document preparation and compliance monitoring. The ideal candidate is exceptionally organized, a clear communicator, and experienced in UK tax and financial advisory support—experience with Xplan would be a strong advantage.

Key Responsibilities

• Act as the primary administrative point of contact for the advisor, including managing calendars, meetings, and email correspondence.
• Prepare and finalize summaries, and client-facing reports in collaboration with the advisory and paraplanning teams.
• Maintain and update client data accurately and ensure compliance with company procedures and financial services regulations.
• Coordinate internal workflow, manage deadlines, and liaise between paraplanners, advisors, and external partners to ensure timely service delivery.
• Assist with client onboarding, documentation collation, and ensuring regulatory requirements such as KYC/AML are met.
• Monitor progress of advice implementation and track client deliverables to completion.
• Prepare meeting agendas, take minutes, and ensure follow-up on assigned tasks post-client meetings.
• Provide assistance, including research, strategy notes, and technical document drafting as needed.
• Maintain confidential records, manage version control of client files, and support internal audits.

Qualification and requirements:

• Previous UK TAX experience would be great and Xplan experience even better.
• HubSpot experience is a plus.
• At least 2 years' experience working in an administration, support or paraplanning role in financial services.
• Strong written and verbal communication skills.
• Excellent attention to detail and analytical skills.
• Well-organised with the ability to work within a team environment or independently.
• Strong interpersonal skills and the ability to develop and maintain client relationships.
• Professional and friendly demeanor with a willingness to take initiative.
• Ability to work well under pressure and meet deadlines.
• Strong Microsoft Office skills including Excel, Word and Outlook, and Microsoft AI tools experience.

Non-negotiable skills & requirements:

• Experience working in an international financial advisory firm is highly regarded.