Admin Assistant

We are looking for a reliable and organised part-time Administrative Assistant to support a growing wealth management practice.

This role would suit someone who is proactive, detail-oriented, and comfortable working independently. Previous experience within financial services, wealth management, financial planning, banking, or insurance would be highly advantageous.

The role will involve a mixture of administration, client support, and operational tasks, helping to ensure the smooth day-to-day running of the business.

• Preparing and processing client documentation
• Assisting with onboarding and account administration
• Liaising with providers and platforms
• Managing diaries, appointments, and follow-ups
• Maintaining accurate client records and internal systems
• Supporting ongoing client servicing and reviews