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Financial Services PA

Location: BATH, SOMERSET Salary: 25000 - 35000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 10 months ago Reference: 3055302
I have an exciting new opportunity for a Financial Services PA to join a leading Wealth Management firm. 

Do you have experience working with Investment Wrap Platforms within a Financial Planning firm?

Are you looking for a challenging new position working with a friendly,vibrant firm?

Please contact me today for further information!

In this role you will be require to :

• Build strong, professional, lasting relationships with the Financial Planner and your colleagues.
• Agree personal responsibilities with the Financial Planner at outset reaching mutual agreement on how you will work together.
• Manage the Financial Planners diary and ensure that all meetings (initial and annual review) are booked in good time with the customer and ensure the they are provided with all of the required information/paperwork (including valuations) prior to each meeting.
• Engage with customers and build strong, professional, lasting relationships.
• Handle all incoming calls/emails in a professional and efficient manner.
• Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner.
• Record annual review dates on the back office system and monitor regularly.
• Plan, book and prepare for all annual review meetings ensuring none are missed.

Skills & Qualifications:

• Strong interpersonal, communication and customer service skills
• Excellent diary management, planning and organisational skills
• Excellent accuracy and attention to detail
• Proven ability to work on own initiative
• Excellent telephone manner
• Proven high level of customer service.
• FPC 1 and 2 or equivalent CF qualifications obtained
• Good working knowledge of Microsoft office systems

Please send an up to date CV to and call 0117 930 4820 to discuss.

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