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
