Personal Assistant/ Administration (Part-Time)
JoinAsfalia Wealth, a respected financial planning firm, where your work will directly support clients in achieving their financial goals.
This is more than a traditional admin role—you'll be a trusted part of a small, high-performing team, helping deliver a seamless and professional client experience.
Why join us?
At Asfalia Wealth, we believe great businesses are built by great people.
You'll be joining a supportive, collaborative team where your contribution is valued, your ideas are welcomed, and your development is encouraged.
We offer:
Flexible working arrangements(hours negotiable up to 21 hrs)
Apositive and professional office culture
Opportunities tolearn and grow within financial services
Competitive salary, based on experience
Key responsibilities
Provide day-to-day administrative support, including data entry, document preparation, and file management
Manage client communications with professionalism and care
Act as a keypoint of contact for clients, handling enquiries and ensuring timely follow-ups
Coordinate meetings — scheduling, preparing documents, and taking clear notes
Assist withimplementation of financial plansand invoicing processes
Help maintain an organised, efficient, and welcoming office setting
Support the team with a variety of ad-hoc tasks as required
About you
You're someone who takes pride in doing things well and enjoys being relied on.
You bring both professionalism and warmth to your work and are confident dealing with clients.
You will have:
Current or previous experienceworking as a PA or in an administrative role
Strong organisational skills and a high level of attention to detail
Excellent written and verbal communication skills
AdvancedMicrosoft Officeskills
The ability to work independently while also contributing to a team
Apositive, adaptable attitudeand willingness to learn.
Previous experience in financial services or a professional services environment will be highly regarded but not essential.
About Asfalia Wealth
Asfalia Wealth is a well-established financial planning firm dedicated to helping clients make confident financial decisions.
We pride ourselves on deliveringpersonalised advice and exceptional service, building long-term relationships based on trust.
Ready to apply?
If you're looking for a flexible, meaningful role within a supportive and professional environment, we'd love to hear from you.
Apply now and be part of a team that truly values what you do.