I’m an independent financial adviser based near Fordingbridge, Hampshire, (office based in Bristol) looking for a highly organised and technology-minded individual to help support my growing business.
I’m looking for someone who is highly organised and enjoys technology, is interested in AI, and wants to help develop smarter ways of working in a modern advisory business.
The role is self-employed and offers flexible hours, making it ideal for someone looking to combine interesting work with lifestyle flexibility.
What you’ll be doing
- Managing email and diary administration
- Helping prepare client meeting documentation
- Liaising with providers and professional connections
- Organising and maintaining client records
- Supporting marketing and client communications
- Using AI tools to improve workflows and efficiency
- Helping identify opportunities to automate repetitive tasks
- Working alongside me to enhance business processes
What I’m looking for
- Excellent organisational skills
- Strong written communication skills
- Comfortable with technology
- Interest in AI and automation
- Able to work independently
- Curious and willing to learn
- High attention to detail
Ideally
- Experience using Microsoft 365
- Familiarity with AI tools such as Microsoft Copilot
- Previous administration, operations or PA experience
- Comfortable spending some time each week working in person from my home office near Fordingbridge
What makes this different?
You’ll be helping to build a modern, technology-enabled advice business rather than carrying out purely administrative tasks.
If you enjoy technology, AI and finding better ways to do things, this role offers far more variety and opportunity than a traditional PA position.
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