Junior PA
Supporting a Financial Adviser
Location: Lymm
Salary: £24,000 - £28,000 depending on experience
Type: Full-time, Permanent, Office Based


Are you organised, professional and looking for a role where you can genuinely learn and develop?


We’re recruiting for a Junior Personal Assistant to join a professional and friendly financial services environment, supporting a busy Financial Adviser with the day-to-day running of their workload.


This is a fantastic opportunity for someone who enjoys keeping things organised, communicating with clients, and being the person who helps everything run smoothly behind the scenes. You do not need years of experience, but you do need a positive attitude, strong attention to detail and a willingness to learn.


If you are looking for a role where you can build your career in a respected and professional sector, this could be a great next step.


What you’ll be doing


In this role, you’ll provide day-to-day support to a Financial Adviser and help make sure clients receive an efficient and professional service.


Your duties will include:
*Managing diaries and booking appointments
*Preparing documents, letters and meeting packs
*Speaking with clients by phone and email
*Updating internal systems and maintaining accurate records
*Helping organise files and client paperwork
*Sending appointment confirmations and reminders
*Supporting with general office administration
*Assisting with compliance and document checks
*Making sure tasks are completed accurately and on time


What we’re looking for


We’re looking for someone who is:
*Organised and good at managing multiple tasks
*Professional and confident when communicating with people
*Reliable, discreet and trustworthy
*Comfortable using Microsoft Office, including Outlook and Word
*Keen to learn and develop within a professional office environment
*Calm, proactive and happy to support wherever needed


Experience


We’d love to hear from people who have:
*Previous administration, office support or customer service experience
*A professional and polished approach
*Experience in financial services, professional services or office support would be helpful, but it is not essential


Why apply?


This is a great opportunity to join a professional business where your support will be genuinely valued.


You’ll benefit from:


*A supportive and friendly working environment
*The chance to build experience within financial services
*A varied role with real responsibility
*Long-term career development opportunities
*The chance to work closely with an experienced Financial Adviser and learn from them directly


Apply now


If you are looking for a role where you can develop your skills, gain valuable experience and become an important part of a professional team, we would love to hear from you.


Please apply with your CV for immediate consideration.