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Permanent

Personal Assistant/Administration Support

Cranleigh Personnel
Bristol
money-bag £28000 Annual
Posted: 16 June 2026 (Today)
Closing date: 16 July 2026
Ref: 3122912780

PA/Administration Support - Wealth PlanningLocation: 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.Do you currently work in Professional services or 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 inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position.About the CompanyThis 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.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 ..... full job details .....

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