Financial Planning Assistant/ PA

North Bristol – Hybrid Working After Probation

Salary: £28,000 – £35,000 depending on experience

Looking 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 Opportunity

We'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 professional

About the Company

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.

You'll work closely with the adviser on a day-to-day basis

This 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 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses.

The Role

Initially, your focus will be on becoming the organisational hub around the adviser.

You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently.

Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position.

Long-Term Career Development

One of the most exciting aspects of this role is where it could lead.

As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths

The adviser is looking for someone who wants to build a long-term career and grow with the business over time.

A move into Wealth planning administration/Paraplanning/adviser or practice manager is likely to arise over time as the business grows and as you develop competency in the intial support role.

What We're Looking For

This role could suit someone from a variety of professional services and financial services backgrounds

You'll likely have:

• Excellent organisational skills
• Strong attention to detail
• Experience managing inboxes and competing priorities
• Experience coordinating tasks and ensuring actions are completed
• Strong written and verbal communication skills
• A proactive mindset and willingness to learn
• A genuine desire to build a career within financial planning

What's On Offer?

• £28,000 – £35,000 salary depending on experience
• Hybrid working after probation
• Opportunity to work directly alongside an experienced Financial Adviser
• Clear long-term career development opportunities
• Friendly and supportive working environment
• Chance to join at an exciting stage of growth and play a key role in the future success of the business

If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.