Strategic Planning and Financial Analyst (Must have UK experience)

Virtual Assistant (Finance & Strategic Planning – UK Sector Experience Required)

Company Overview:
We are a family-run property development company with a strong track record of delivering ambitious and design-led projects across the UK. As we continue to scale following a number of successful developments, we’re looking for a highly capable Virtual Assistant to support our strategic planning and financial operations. We pride ourselves on fostering a collaborative, values-driven environment where attention to detail, creative thinking, and proactive ownership are deeply valued.

Role Summary:
We’re looking for a skilled Virtual Assistant based in the Philippines who has proven experience working with UK-based companies, particularly in the property, finance, or professional services sectors. You’ll play a pivotal role in supporting the business with strategic financial planning, VAT and tax-related tasks, and administrative efficiency. This is a long-term opportunity for someone who understands the nuances of UK business practices and can contribute meaningfully to our continued growth.

Key Responsibilities:
• Assist in the development and refinement of a 12-month strategic business plan.
• Build and maintain detailed financial models, including ROI and cash flow forecasts.
• Provide administrative and research support on new development opportunities.
• Manage and update financial documents in line with UK accounting practices.
• Understand and apply UK VAT rules and HMRC reporting standards.
• Support the preparation of stakeholder reports and investor presentations.
• Track KPIs and OKRs, ensuring progress aligns with strategic goals.
• Collaborate closely with company leadership to provide insights and suggestions.

Must-Have Qualifications:
• Minimum 3 years’ experience supporting UK companies, with strong understanding of UK VAT, tax, and financial processes.
• Experience working with financial analysts is a strong advantage.
• Proficient in financial tools and software, including Excel (advanced) and cloud-based accounting systems (e.g. Xero, QuickBooks, etc.).
• Highly organised, with excellent attention to detail and the ability to self-manage workload.
• Strong communication skills in written and spoken English.
• Tech-savvy, comfortable using project management tools (e.g. Notion, ClickUp, Trello) and Google Workspace.

Preferred but Not Essential:
• Experience preparing documents for UK lenders or funding applications.
• Familiarity with UK planning and development terminology.

What We Offer:
• A long-term role with growth potential in a supportive, innovative team.
• Exposure to exciting UK property projects and business strategy.
• Flexible working hours with clear expectations and autonomy.
• A company culture that values trust, collaboration, and continuous improvement.