Personal Assistant; Financial Services

Position: Personal Assistant (Financial Services)
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

Minimum Requirements

- Previous experience in a Personal Assistant / Administrator role

- Experience with in 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

Please apply directly, by clicking on the apply button or visit