We are a growing financial planning business looking for a friendly, organised, and reliable Administration Assistant to join our team on a part-time basis.
This is an excellent opportunity for someone seeking flexible working hours in a professional and supportive environment. Whether you're returning to the workforce, balancing family commitments, or looking for part time work, we'd love to hear from you.
We are a growing financial planning business looking for a friendly, organised, and reliable Administration Assistant to join our team on a part-time basis.
This is an excellent prospect for someone seeking flexible working hours in a qualified and supportive environment. Whether you're returning to the workforce, balancing family commitments, or looking for part-time work, we'd love to hear from you.
About the Role
As our Administration Assistant, you'll play an important role in supporting our advisers and ensuring the smooth day-to-day running of the office.
Your responsibilities will include:
- Providing administrative support to our financial advisers
- Managing client appointments and diaries
- Answering phone calls and responding to email enquiries
- Preparing and processing client documentation
- Maintaining accurate client records
- Liaising with clients and external providers
- General office administration and support
About You
The ideal candidate will have:
- Excellent communication and customer service skills
- Strong organisational skills and attention to detail
- The ability to manage multiple tasks and work independently
- Proficiency with Microsoft Office (Word, Outlook and Excel)
- A professional, friendly, and positive attitude
- Previous administration experience (financial services experience is an advantage but not essential)
What We Offer
- Flexible part-time hours that can work around your schedule (approx. 20 hours per week)
- A supportive and friendly team environment
- On-the-job training and ongoing support
- A varied and rewarding role where your contribution is valued
If you're an organised, proactive person who enjoys helping others and takes pride in delivering excellent service, we'd love to hear from you.
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📌 Administration Assistant (North Lakes)
🏢 Precision Wealth Management
📍 North Lakes
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