Wealth Management PA

  • Shortlist
Location Cheltenham , Wiltshire
Sector Financial Services
Salary £25,000 - £35,000 Per Annum
Type Permanent
Consultant Alex Russon
Ref 57188

The client:

This is a truly fantastic company that put the hearts of their clients at the centre of everything they do. As a major leader within the area they consider themselves a trusted name with lasting reputation.

You will be working in a modernised office with great people striving for excellence.



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.

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.

Prevent the Financial Planner from getting involved in tasks that do not require their input, leaving them to focus on meeting their customers’ needs and generating income for the business.

Adopt a collaborative and can do approach when dealing with all colleagues across the business.


What’s needed for me to be considered?

Previous experience of working in a similar role

Previous experience of working with Investment Wrap Platforms

Excellent telephone manner

Proven high level of customer service.

FPC 1 and 2 or equivalent CF qualifications obtained


What next?

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 in vouchers if we assist them in securing a new career.