Financial Planning PA / Support Role

About the role

Join a boutique wealth‑planning practice in North Bristol as the dedicated Personal Assistant and Financial Planning Support for one of the advisers. You will become the organiser‑in‑chief, ensuring smooth client interactions and efficient adviser workflows.

Key responsibilities

• Manage the adviser’s diary, schedule meetings and coordinate client appointments.
• Handle inbox management, respond to correspondence and route enquiries.
• Allocate tasks to outsourced administrators and paraplanners, tracking progress.
• Liaise with clients and professional contacts to maintain strong relationships.
• Oversee client reviews, follow‑up actions and ongoing service activities.
• Support the adviser on projects and business growth initiatives.

Required profile

• Highly organised and proactive with a keen eye for detail.
• Excellent communication and relationship‑management skills.
• Experience in PA‑style duties such as diary coordination, inbox handling and task allocation.
• Ability to work independently while contributing to a close‑knit team.

Required skills

What we offer

• Hybrid working after the probation period.
• Competitive salary between £30,000 and £42,000 per year.
• Opportunity to grow with a expanding boutique practice.