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Personal Assistant to Financial Advisor
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6 days ago390 views
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General Details
Location:
Advertised By:Agency
Company Name:Job Placements
Job Type:Full-Time
Description
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
- Previous experience in a Personal Assistant / Administrator role
- Experience within 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
https://www.jobplacements.com/Jobs/P/Personal-Assistant-to-Financial-Advisor-1272216-Job-Search-03-16-2026-10-14-21-AM.asp?sid=gumtree
Id Subtitle 1352426947
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Job Placements
Selling for 1 year
Total Ads4.58K
Active Ads4.58K
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4.58KTotal Ads
21.57MTotal Views
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https://www.executiveplacements.com/Jobs/P/Project-Administrator-6-Months-Contract-1273727-Job-Search-03-20-2026-04-07-29-AM.asp?sid=gumtree
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