At a Glance
- Tasks: Support a busy financial adviser by managing diaries and coordinating meetings.
- Company: Established Wealth Planning Practice with a friendly, sociable environment.
- Benefits: Competitive salary, hybrid working, and opportunities for career growth.
- Other info: Exciting potential for progression into paraplanning or practice management.
- Why this job: Join at a crucial time and play a key role in business expansion.
- Qualifications: Wealth planning experience and strong organisational skills required.
Wealth Planning Administrator
Location: North Bristol, Hybrid Working after probation
Salary: £28,000 to £35,000 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.
The Company
The business is boutique yet established with two advisers - one Adviser will be steadily inheriting a client bank from another adviser who is retiring, hence the need for right hand support as their client bank grows. Its an exciting opportunity for someone to join at a crucial time, and who wants to play a key role in supporting the adviser, helping the business grow, and to have opportunities to grow with the business also. Although a small business, the office is situated within a building with multiple businesses, and therefore offers a friendly, sociable working environment in North Bristol.
The Role
This is a fantastic opportunity for someone who likes the idea of joining a business with expansion plans and playing a key role early on in the growth process- and most importantly, someone who enjoys 1:1 collaboration, and gets genuine satisfaction from keeping a busy professional organised. Success in this role is less about technical financial planning knowledge to start with, and more about being highly organised, proactive, and enjoying a support role. You'll manage diaries, coordinate meetings, oversee follow-up actions, liaise with outsourced administrators and paraplanners, and help ensure a seamless client journey from start to finish. As the firm continues to grow, there could be future progression into handling aspects of the wealth management administration instead of allocation of this, development into paraplanning, advice, or practice management, depending on your career goals.
What We’re Looking For
- Prioritisation skills
- Highly organised with excellent attention to detail
- Comfortable managing multiple priorities in a busy environment
- Confident communicator, both written and verbal
- Someone who enjoys 1:1 support for a busy professional
- Someone with extensive experience of task allocation
- Confident with inbox management
To find out more about the role, please apply. PLEASE NOTE: Wealth Planning administration experience is essential. Please only apply if you have wealth planning experience, as unfortunately I cannot consider you for this role if you do not.
PA/Financial Admin Support - Wealth Planning Practice employer: Cranleigh Personnel
Join a boutique Wealth Planning Practice in North Bristol, where you will play a pivotal role in supporting the growth of the business while enjoying a friendly and sociable work environment. With opportunities for personal and professional development as the firm expands, this position offers a unique chance to contribute meaningfully to client success and your own career progression in a collaborative setting.
StudySmarter Expert Advice🤫
We think this is how you could land PA/Financial Admin Support - Wealth Planning Practice
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth planning sector and let them know you're on the hunt for a PA/Financial Admin role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its advisers, and think about how your organisational skills can help them manage their growing client bank. Show them you're not just a fit for the role, but a perfect match for their team.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with various stakeholders, being able to articulate your thoughts clearly is key. Consider doing mock interviews with friends or family to boost your confidence.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace PA/Financial Admin Support - Wealth Planning Practice
Some tips for your application 🫡
Show Off Your Organisational Skills:Make sure to highlight your organisational prowess in your application. We want to see how you manage multiple priorities and keep things running smoothly, so share specific examples of how you've done this in the past!
Tailor Your Application:Don’t just send a generic CV and cover letter. We’re looking for someone who understands the wealth planning sector, so make sure to tailor your application to reflect your relevant experience and skills that match the job description.
Be Personable and Professional:Since this role involves a lot of 1:1 support, it’s important to convey your personable nature. Use a friendly tone in your writing while maintaining professionalism, as we value a good rapport with our team members.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Wealth Planning Basics
Even though the role focuses more on organisation than technical knowledge, having a solid understanding of wealth planning will impress your interviewers. Brush up on key concepts and terminology so you can engage in meaningful conversations about the industry.
✨Showcase Your Organisational Skills
Prepare examples that highlight your ability to manage multiple priorities and keep things running smoothly. Think of specific instances where your organisational skills made a difference, whether it was managing a busy diary or coordinating meetings effectively.
✨Communicate Confidently
As a PA, strong communication is key. Practice articulating your thoughts clearly and confidently. Be ready to discuss how you've successfully liaised with different stakeholders in previous roles, as this will demonstrate your capability to support the adviser effectively.
✨Emphasise Your Proactivity
In a growing business, being proactive is essential. Prepare to share examples of how you've taken initiative in past roles, whether it was anticipating needs or streamlining processes. This will show that you're not just reactive but also forward-thinking, which is crucial for supporting a busy professional.
