Mortgage Administrator/ Pensions Administrator - Step into Financial Planning

Financial Planning Assistant/ PA North Bristol - Hybrid Working After ProbationSalary: £28,000 - £35,000 depending on experienceLooking to move into Wealth Planning?Do you currently work in Mortgage Admin or Pensions Admin or perhaps for a provider platform, investment managers or other areas of financial services and would love the opportunity to move into a financial planning environment?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 Financial services administration and client services support and who loves supporting a busy professionalAbout the CompanyThe 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.You''ll work closely with the adviser on a day-to-day basisThis 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.It''s a 1:1 ..... full job details .....