Personal / Administration Assistant (Part Time)

Join Asfalia Wealth, a respected financial planning firm, where your work will directly support clients in achieving their financial goals.

This is more than a traditional admin role—you’ll be a trusted part of a small, high-performing team, helping deliver a seamless and professional client experience.

At Asfalia Wealth, we believe great businesses are built by great people. You’ll be joining a supportive, collaborative team where your contribution is valued, your ideas are welcomed, and your development is encouraged.

We offer:

• Flexible working arrangements (hours negotiable up to 21 hrs)

• A positive and professional office culture

• Opportunities to learn and grow within financial services

• Competitive salary, based on experience

• Provide day-to-day administrative support, including data entry, document preparation, and file management

• Manage client communications with professionalism and care

• Act as a key point of contact for clients, handling enquiries and ensuring timely follow-ups

• Coordinate meetings — scheduling, preparing documents, and taking clear notes

• Assist with implementation of financial plans and invoicing processes

• Help maintain an organised, efficient, and welcoming office environment

• Support the team with a variety of ad-hoc tasks as required

You’re someone who takes pride in doing things well and enjoys being relied on. You bring both professionalism and warmth to your work and are confident dealing with clients.

You will have:

• Current or previous experience working as a PA or in an administrative role

• Strong organisational skills and a high level of attention to detail

• Excellent written and verbal communication skills

• Advanced Microsoft Office skills

• The ability to work independently while also contributing to a team

• A positive, adaptable attitude and willingness to learn.

Previous experience in financial services or a professional services environment will be highly regarded but not essential.

Asfalia Wealth is a well-established financial planning firm dedicated to helping clients make confident financial decisions. We pride ourselves on delivering personalised advice and exceptional service, building long-term relationships based on trust.

If you’re looking for a flexible, meaningful role within a supportive and professional environment, we’d love to hear from you.

Apply now and be part of a team that truly values what you do.