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Permanent

PA/Financial adviser support

Cranleigh Personnel
Bristol
money-bag £30000 Annual
Posted: 22 July 2026 (Today)
Closing date: 21 August 2026
Ref: 3142534121

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 CompanyThis is an established and growing wealth planning business currently with 2 advisers and 2 other employees playing a key role in support. You''ll become one of 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 , whilst benefiting from a close knit team environment, and also benefiting from ..... full job details .....

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