Financial Advisor Assistant

A well-established and highly regarded Financial Planning firm is seeking a professional, organised, and proactive Assistant to support the Director/Financial Advisor.
This is an excellent opportunity for an experienced PA or administrator looking to join a collaborative and client-focused environment within the financial services sector.

The successful candidate will provide administrative and organisational support to the Director, helping ensure the smooth day-to-day running of the business and delivering an exceptional client experience. This may also include personal errands and diary management

Key responsibilities will include:

• Managing diaries, appointments, and meetings


• Preparing client documentation and correspondence


• Liaising with clients, providers, and internal teams


• Maintaining accurate records and updating CRM systems


• Supporting with reports, presentations, and meeting packs


• Handling incoming calls and emails professionally


• General office and administrative support as required

The ideal candidate will be highly organised, detail-oriented, and confident managing multiple priorities in a fast-paced professional environment.
You will have:

• Previous experience in a PA, Executive Assistant, or Senior Administrator role


• Excellent communication and interpersonal skills


• Strong organisational and time management abilities


• A professional and discreet approach


• Good working knowledge of Microsoft Office packages


• Experience within financial services or wealth management would be advantageous, but is not essential

This position can be offered on a full or full or part time basis
Office based, Poole
£25,000 - £30,000

This listing is from reed. View original listing ↗