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Permanent

Senior Administrator (PA duties included) Financial Planning Company

Cranleigh Personnel
Bristol
money-bag £30000 Annual
Posted: 18 August 2026 (Today)
Closing date: 17 September 2026
Ref: 3158441349

Financial Administration Support / PA - Wealth Planning Practice Location: 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 thoroughly enjoys supporting others, prodes themselves on their organisational skills and has experience with administration, client communication, as well as 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 ..... full job details .....

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