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 professionall...