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Client Relations & Operations Support

  • Shortlist
Location TROWBRIDGE , Somerset
Sector Financial Services
Salary £24,000 - £26,000 Per Annum
Type Permanent
Consultant Alex Russon
Ref 65742

The opportunity for a Senior Wealth Management  PA / Client Relations in an exceptional Wealth Management practice has now become available where you will be working in and out of the Bath office.

The Opportunity

If you have experience in a busy PA role as well as Financial Services then this could be the role for you. On offer is fantastic role where you will be directly supporting one of the Directors of the business as well as working with a fantastic team.

There is an excellent remuneration and benefits package and you will be supported with your responsibilities.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have –

  • Previous experience in a Financial Services PA role before
  • Some qualification in the Level 4 Diploma in Financial Planning (Advantageous)
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills

What's next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner