PRACTICE ADMINISTRATOR / PA - DORSET

We are working with an established financial planning practice in Wimborne, Dorset, who are looking to recruit a highly organised and personable Practice Administrator / PA to join their team in January.

This is a varied, part-time opportunity suited to someone who enjoys providing first-class administrative and personal support, with a particular focus on diary management, client liaison and supporting the Practice Director.

Working closely with the Director and a Financial Adviser, who looks after an established client bank of approximately 300 clients, you will play an important role in ensuring the smooth day-to-day running of the practice.

This is a more PA-focused position, with an emphasis on organisation, communication and existing client relationships rather than new business administration.

Key Responsibilities

• Providing dedicated administrative and PA support to the Practice Director.
• Managing diaries, scheduling appointments and coordinating meetings.
• Acting as a key point of contact for existing clients, handling enquiries professionally and efficiently.
• Liaising with clients by telephone and email, ensuring a friendly and professional service.
• Coordinating appointments and managing day-to-day correspondence.
• Supporting the smooth running of the office and general practice administration.
• Maintaining accurate client records and ensuring information is kept up to date.
• Assisting with various administrative tasks to support the wider practice.

About You

The successful candidate will be organised, proactive and confident communicating with clients and colleagues at all levels.

You will ideally have:

• Previous experience in an administrative, PA or office support role.
• Excellent organisational and diary management skills.
• Strong written and verbal communication skills.
• A professional, friendly and approachable manner.
• Good attention to detail and the ability to manage competing priorities.
• The ability to work independently and use your initiative.
• Financial services experience would be advantageous but is not essential.

What's on Offer?

• Salary of £26,000 – £30,000 FTE, depending on experience.
• Probationary salary review.
• Part-time hours, ideally four mornings per week.
• Office-based position in Wimborne, Dorset.
• January 2027 start.The opportunity to become an integral part of an established financial planning practice.

If you are an experienced Administrator or PA looking for a part-time opportunity within a friendly financial planning environment, we would love to hear from you - please send your CV to josie@artemisrecruitment.co.uk