PA - Wealth Planning Practice
Posted 6 hours 54 minutes ago by Cranleigh Personnel
PA/Wealth Planning Administration Support
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.
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 inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position.
About the Company
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 also require working autonomously, whilst 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. This role suits anyone who finds job satisfaction in supporting a busy professional and playing a key role in their organisation and success behind the scenes.
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
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
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 - £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.