Executive PA for Wealth Planning | Hybrid After Probation

Executive PA for Wealth Planning | Hybrid After Probation

Full-Time 28000 - 38000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Manage diaries and coordinate client activities for a Financial Adviser.
  • Company: Cranleigh Personnel, a growing business in wealth planning.
  • Benefits: Salary between £28,000 and £38,000, hybrid work, and career development.
  • Other info: Long-term career growth opportunities in a dynamic environment.
  • Why this job: Join an exciting team and support impactful financial planning.
  • Qualifications: Excellent organisational skills and a proactive mindset.

The predicted salary is between 28000 - 38000 £ per year.

Cranleigh Personnel is seeking a PA/Wealth Planning Administration Support in North Bristol. This role offers a salary between GBP28,000 and GBP38,000 depending on experience.

You will manage diaries, coordinate client activities, and support an experienced Financial Adviser in a hybrid working environment. The position promises long-term career development opportunities and requires excellent organisational skills, attention to detail, and a proactive mindset.

Join a growing business at an exciting stage!

Executive PA for Wealth Planning | Hybrid After Probation employer: Cranleigh Personnel

Cranleigh Personnel is an excellent employer that values its employees by offering a supportive and dynamic work culture in North Bristol. With a focus on long-term career development, you will have the opportunity to grow alongside a dedicated team while enjoying the flexibility of a hybrid working environment. Join us to be part of a thriving business at an exciting stage, where your contributions are recognised and rewarded.

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Contact Details:

Cranleigh Personnel Recruitment Team

We think you need these skills to ace Executive PA for Wealth Planning | Hybrid After Probation

Organisational Skills
Attention to Detail
Proactive Mindset
Diary Management
Client Coordination
Administrative Support
Communication Skills