At a Glance
- Tasks: Support the Director with admin tasks and ensure smooth business operations.
- Company: Reputable financial planning firm focused on client satisfaction.
- Benefits: Competitive salary, flexible hours, and a supportive work environment.
- Other info: Opportunity for career growth in a collaborative setting.
- Why this job: Join a dynamic team and enhance your skills in the financial services sector.
- Qualifications: Experience as a PA or administrator with strong communication skills.
The predicted salary is between 25000 - 30000 £ per year.
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
- 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
Desired skills and experience
- 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
Benefits
Salary: £25,000 - £30,000. Position can be offered on a full or part‑time basis. Office based in Poole.
Financial Advisor Assistant in Poole employer: Dynamite Recruitment Solutions
Join a well-established Financial Planning firm in Poole, where you will thrive in a collaborative and client-focused environment. We offer competitive salaries, flexible working options, and a supportive culture that prioritises professional growth and development, making it an ideal place for those seeking meaningful and rewarding employment in the financial services sector.
Contact Details:
Dynamite Recruitment Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor Assistant in Poole
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Financial Advisor Assistant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show that you’re not just another candidate, but someone who genuinely cares about delivering an exceptional client experience. Tailor your answers to reflect how your skills align with their needs.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you feel more confident and articulate when discussing your previous experience as a PA or administrator.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates. Plus, it’s super easy to navigate!
We think you need these skills to ace Financial Advisor Assistant in Poole
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles as a PA or administrator, and don’t forget to showcase your organisational skills and attention to detail!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Financial Advisor Assistant role. Mention your passion for client service and how you can contribute to our collaborative environment.
Showcase Your Communication Skills:Since this role involves liaising with clients and internal teams, make sure your written application demonstrates your excellent communication skills. Keep your language clear and professional, but let your personality shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the hiring process!
How to prepare for a job interview at Dynamite Recruitment Solutions
✨Know Your Stuff
Before the interview, make sure you understand the financial services sector and the role of a Financial Advisor Assistant. Brush up on key terms and concepts, and be ready to discuss how your previous experience as a PA or administrator can directly benefit the Director and the firm.
✨Showcase Your Organisational Skills
During the interview, highlight specific examples of how you've managed diaries, appointments, and client communications in the past. Use real-life scenarios to demonstrate your organisational prowess and how it contributed to a smooth workflow.
✨Communicate Effectively
Since excellent communication is key for this role, practice articulating your thoughts clearly and confidently. Be prepared to answer questions about how you handle difficult conversations or manage client expectations, showcasing your interpersonal skills.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask thoughtful questions about the firm’s culture, the team dynamics, and what success looks like in this role. This shows your genuine interest and helps you assess if the company is the right fit for you.
