Hiring Now: Financial Advisor Assistant Near You – Apply Today!

Your Next Financial Advisor Assistant Job Starts Here – Apply Now!

Financial Advisor Assistant

Job Posted: 22 days ago

Salary: £ 25,000 - 30,000 / Annum
Job Type: Permanent
Location: Poole

Expire in: 6 days

Job Description

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

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Financial Advisor Assistant job near me in Poole! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!