Full job descriptionA 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