At a Glance
- Tasks: Provide essential admin support and keep the team organised and efficient.
- Company: Established wealth planning practice with a supportive and friendly atmosphere.
- Benefits: Competitive salary, hybrid working, and opportunities for personal growth.
- Other info: Join a dynamic team with excellent career progression opportunities.
- Why this job: Be the backbone of a growing team and make a real difference in clients' lives.
- Qualifications: Strong organisational skills and experience in administration and client communication.
The predicted salary is between 30000 - 42000 £ per year.
Financial Administration Support / PA - Wealth Planning Practice
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 thoroughly enjoys supporting others, prides themselves on their organisational skills and has experience with administration, client communication, as well as inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position.
About the Company
This is an established and growing wealth planning business currently with 2 advisers and 2 other employees playing a key role in support.
Senior Administrator (PA duties included) Financial Planning Company 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.
