Financial Advisor Assistant
Dynamite Recruitment
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
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
Apply Now →
Application opens at the source listing. Free for jobseekers.