Personal Assistant to Financial Advisor

SUMMARY:
A well-established and reputable financial planning practice is seeking a highly organised and proactive Personal Assistant / Administrator to provide dedicated support to a Financial Advisor in a hybrid working environment.

This role is ideal for someone who thrives in a structured yet flexible environment, enjoys client interaction, and has strong attention to detail.

POSITION INFO:
Key Responsibilities

• Providing full administrative and PA support to Financial Advisor
• Managing diaries, scheduling appointments, and coordinating meetings
• Handling client correspondence and queries professionally
• Preparing and submitting documentation for new business, amendments, and reviews
• Liaising with product providers, insurers, and internal stakeholders
• Maintaining accurate client records and compliance documentation
• Capturing, updating, and managing client data on internal systems
• Assisting with reports, presentations, and general office administration

• Previous experience in a Personal Assistant / Administrator role
• Experience within financial services, insurance, investments, or wealth management 
• Experience working on the Avalon and Salesforce is preferred
• Strong organisational and time-management skills
• Excellent verbal and written communication skills
• High level of professionalism and confidentiality
• Proficient in MS Office (Outlook, Word, Excel)
• Ability to work independently within a hybrid working model