We’re looking for an enthusiastic Administrative Assistant to join our professional financial planning office. This role supports our Client Service Officers (CSOs) and Financial Planners with a variety of office administration, data entry, and client service tasks.

While office experience is an advantage, it’s not essential. What matters most is your strong attention to detail, advanced computer skills (including Microsoft Office), and ability to work effectively within a team and a positive, solutions-oriented approach to challenges.

This is a fantastic opportunity to start in our administration team, with the potential to progress into a CSO role for the right person.

What you’ll be doing

Assisting with day-to-day administrative tasks

Organising and maintaining documents (both electronic and paper-based)

Helping the team stay on track with appointments and schedules

Providing excellent client service when required

What we’re looking for

Strong communication skills

A passion for learning and professional growth

Excellent attention to detail

A proactive team player who enjoys collaboration

Ability to multi-task in a fast-paced environment

What we offer

Full training and development opportunities

A supportive, welcoming team environment

A well-established local business (operating since 1994)

Modern office facilities

Career growth opportunities within the financial services sector

Ready to get started?

If you’re motivated, eager to learn, and ready to grow with a supportive team, we’d love to hear from you. Send your cover letter and resume to [email protected]

Applications close Friday 19 September 2025