Financial adviser support/PA

PA/ Financial Administration Support - Wealth PlanningLocation: North Bristol, Hybrid Working after probationSalary: £30,000 to £42,000 depending upon experienceThe OpportunityOur 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 OpportunityWe''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 CompanyYou''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 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 ..... full job details .....