PA - Wealth Planning Practice

PA/Wealth Planning Administration SupportLocation: North Bristol, Hybrid Working after probationSalary: £28,000 to £38,000 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 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 RoleInitially, your focus will be on becoming the ..... full job details .....