Back to top

Financial Services



Type of Position: Business Assistant
Pay: £26-30k

Business Assistant

Our client is looking for a talented Business Assistant to support their highly successful Financial Advisor across all areas of ongoing business management and client liaison.

Key Responsibilities:

  • Responsible for all diary and email management required by both Advisers (a Junior Adviser is planned to join within the next twelve months). 
  • Client contact, including meeting booking, gatekeeping administrative queries and acting as the client’s first point of contact. 
  • Business submission, tracking new business cases from the client recommendation stage, through to investment and completion.
  • Liaising with the in-house team of analysts and external administration centres to ensure that every detail is correct for the client and the advice given.
  • Ensuring the regulatory CRM system is maintained at all times in line with compliance requirements.
  • General administration and meeting preparation.

The ideal candidate will have:

  • Excellent attention to detail
  • Be able to communicate verbally, via email and in written format to the highest level
  • Have a friendly and approachable telephone manner
  • Enjoy working with and supporting a team of people in similar roles
  • Be confident to push for excellent client outcomes and tackle any problems head on in an open and calm manner
  • Have incredibly high standards for record keeping and be patient enough to ensure duplication of notes is made where needed so that we meet our compliance requirements and provide a tailored service to the Adviser’s own preferences
  • Enjoy working in a friendly rural office with a small company feel
  • Be an independent worker but flexible to adapt to the Adviser/s needs when their priorities take precedence
  • Be highly competent in the use of Microsoft Word, Excel, Outlook, some experience with Foxit or Adobe and CRM systems would be an advantage

Benefits of the role:

  • A competitive salary
  • Annual discretionary bonus
  • 28 days holiday (including bank holidays) plus an additional day per year for ongoing service
  • Company pension enrolment
  • A relaxed and informal working environment where personal development is promoted alongside role fulfilment
  • A sociable team with regular company get togethers
  • Working in a large open plan office surrounded by countryside where you can bring your dog to work if needed! 
  • The opportunity for personal development through structured training programmes or paid for exams to achieve advisory qualifications

If you are interested in this position, please email your CV to  

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.