At a Glance
- Tasks: Support financial advisers by managing inboxes, diaries, and client activities.
- Company: Established Wealth Planning Practice in North Bristol with a supportive team culture.
- Benefits: Competitive salary, hybrid working after probation, and opportunities for professional growth.
- Other info: Join a growing practice with a dynamic work environment and career advancement potential.
- Why this job: Be the vital support that ensures clients receive top-notch service and experience.
- Qualifications: Experience in inbox management, diary coordination, and PA responsibilities.
The predicted salary is between 30000 - 42000 £ per year.
PA/ Financial Administration Support - Wealth Planning
Location: North Bristol, Hybrid Working after probation
Salary: £30,000 to £42,000 depending upon experience
The Opportunity
Our client, an established Wealth Planning Practice, is looking to appoint a highly organised and personable Financial Planning Support/PA to join their team. If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity.
We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position.
About the Company
You'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. You'll work closely with the adviser on a day-to-day basis whilst allocating tasks to outsourced support.
Financial adviser support/PA employer: Cranleigh Personnel
Join a dynamic Wealth Planning Practice in North Bristol, where you'll thrive in a supportive and collaborative work culture that values organisation and proactive problem-solving. With opportunities for professional growth and a hybrid working model post-probation, this role offers a unique chance to be an integral part of a team dedicated to delivering exceptional client experiences. Enjoy a competitive salary and the satisfaction of being the trusted right-hand person to a financial adviser, ensuring smooth operations and fostering strong client relationships.
