At a Glance
- Tasks: Support a Financial Adviser by managing diaries, inboxes, and client activities.
- Company: Established Wealth Planning Practice in North Bristol with a friendly culture.
- Benefits: Salary between £28,000 - £38,000, hybrid working, and career development opportunities.
- Other info: Exciting growth stage with long-term career potential.
- Why this job: Join a growing team and play a key role in financial planning success.
- Qualifications: Strong organisational skills and experience in professional or financial services.
The predicted salary is between 28000 - 38000 £ per year.
Location: North Bristol, Hybrid Working after probation
Salary: £28,000 to £38,000 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.
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
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. You'll work closely with the adviser on a day-to-day basis whilst allocating tasks to outsourced administration 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 firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business.
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.
- 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
Long-Term Career Development
As the business continues to grow, there will be opportunities to grow and develop 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
- 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 - £38,000 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 professional services or 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.
Personal Assistant/Administration Support employer: Cranleigh Personnel
Join a dynamic Wealth Planning Practice in North Bristol, where you'll be more than just a Personal Assistant; you'll be the trusted right-hand person to an adviser, ensuring seamless client experiences and contributing to the firm's growth. Enjoy a friendly and supportive work culture with hybrid working options after probation, alongside clear pathways for career development in the financial planning sector. This is a unique opportunity to thrive in a boutique environment that values your organisational skills and proactive mindset while you help shape the future of the business.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Assistant/Administration Support
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Cranleigh Personnel. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Personal Assistant/Administration Support
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Cranleigh Personnel.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Cranleigh Personnel's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Cranleigh Personnel
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Cranleigh Personnel.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Cranleigh Personnel will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Cranleigh Personnel employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
