At a Glance
- Tasks: Support a financial adviser by managing diaries, coordinating client activities, and ensuring smooth operations.
- Company: Established financial planning practice in North Bristol with a friendly, supportive culture.
- Benefits: Salary between £28,000 - £35,000, hybrid working, and clear career development opportunities.
- Other info: Exciting growth stage with opportunities to get involved in financial planning.
- Why this job: Join at a pivotal time and grow your career in financial planning while making a real impact.
- Qualifications: Strong organisational skills, attention to detail, and experience in financial services or administration.
The predicted salary is between 28000 - 35000 £ per year.
North Bristol - Hybrid Working After Probation
Salary: £28,000 - £35,000 depending on experience
Looking to move into Wealth Planning? Do you currently work in areas of financial services, such as mortgages, pensions, investments, employee benefits, banking, or with a financial services provider and would love the opportunity to move into a financial planning environment? 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.
The 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 supporting a busy professional, whether within financial services or another professional environment. Experience of inbox management, diary coordination, task allocation and PA-style responsibilities will be highly valuable, as these form a key part of the position. This is not a traditional administration role - Instead, 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. The firm is boutique in size but well-established and is at an exciting stage of growth. One adviser is steadily inheriting an established client bank from a retiring adviser, creating an opportunity for someone to join at a pivotal time and grow alongside the business.
About the Company
You'll work closely with the adviser on a day-to-day basis whilst allocating tasks to outsourced administration and paraplanner support. It’s a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses.
The Role
Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Key responsibilities will include:
- Diary and meeting management
- Inbox management and correspondence
- Coordinating client appointments and follow-up actions
- Managing adviser workflows and task allocation
- Liaising with clients and professional connections
- Working with outsourced administrators and paraplanners
- Ensuring client reviews and ongoing service activities run smoothly
- Supporting the adviser with projects and business growth initiatives
Success in this role is less about having detailed technical financial planning knowledge on day one and far more about being highly organised, proactive and enjoying a support-focused position.
Long-Term Career Development
One of the most exciting aspects of this role is where it could lead. As the business continues to grow, there will be opportunities to become more involved in the financial planning process itself, depending on your interests and strengths. The adviser is looking for someone who wants to build a long-term career and grow with the business over time.
What We're Looking For
This role could suit someone from a variety of financial services backgrounds. You'll likely have:
- Excellent organisational skills
- Strong attention to detail
- Experience managing diaries, inboxes and competing priorities
- Experience coordinating tasks and ensuring actions are completed
- Strong written and verbal communication skills
- A proactive mindset and willingness to learn
- A genuine desire to build a career within financial planning
What's On Offer?
£28,000 - £35,000 salary depending on experience
Hybrid working after probation
Opportunity to work directly alongside an experienced Financial Adviser
Clear long-term career development opportunities
Friendly and supportive working environment
Chance to join at an exciting stage of growth and play a key role in the future success of the business
If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
Financial Planning Support Co-ordinator employer: Cranleigh Personnel
Join a well-established and growing Financial Planning practice in North Bristol, where you'll play a pivotal role as a Financial Planning Support Coordinator. Enjoy a friendly and supportive work environment that fosters long-term career development, with opportunities to grow alongside the business as it expands. With hybrid working options and a focus on collaboration, this is an excellent opportunity for those looking to transition into financial planning while making a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Support Co-ordinator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and the role thoroughly. Think about how your organisational skills and proactive mindset can make a difference in the Financial Planning Support Coordinator position.
✨Tip Number 3
Showcase your skills! When you get the chance, highlight your experience with diary management and client coordination. Make it clear that you’re ready to be the adviser’s right-hand person and keep everything running smoothly.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in growing with us in the financial planning space.
We think you need these skills to ace Financial Planning Support Co-ordinator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Financial Planning Support Coordinator role. Highlight your organisational skills, diary management experience, and any relevant financial services background to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how your proactive mindset and support-focused approach make you a perfect fit for the team.
Showcase Your Communication Skills:Since this role involves liaising with clients and managing correspondence, it's essential to demonstrate your strong written and verbal communication skills. Keep your application clear, concise, and professional!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our growing business!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Financial Planning Support Coordinator. Familiarise yourself with diary management, inbox coordination, and client interaction. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Prepare examples from your past experiences where you've successfully managed competing priorities or supported a busy professional. Highlight specific situations where your organisational skills made a difference, as this is crucial for the role.
✨Ask Insightful Questions
During the interview, don’t hesitate to ask questions about the company’s growth plans and how you can contribute. This shows your enthusiasm for the role and your desire to be part of the team’s success. It also gives you a chance to assess if the company aligns with your career goals.
✨Demonstrate a Proactive Mindset
Be ready to discuss how you approach challenges and your willingness to learn. Share instances where you took the initiative to improve processes or support your team. This will resonate well, as the adviser is looking for someone who can take charge and grow with the business.
