Wealth Management PA

South West England
25000.00 - 35000.00 GBP Annual + GBP25000 - GBP35000/annum
27 Sep 2017
25 Oct 2017
Contract Type
Full Time
Assistant to Financial Planner
Wealth Management PA
Wealth Management Assistant
GBP25,000 - GBP35,000 per annum
Job location: Bath, South West
Job type: Full Time, Permanent

Your new employer

Based in beautiful Bath, your new employer is a thriving Financial Services organisation currently with several locations throughout the UK. The company has recently grown through the acquisition of new business and that growth is expected to continue in the future.

The Business promotes the values of integrity, collaboration to build long lasting relationships, excellence in the services they provide and commitment to finding the best solution there is to customers. They are keen to employ a like-minded individual at the post of a Wealth Management PA / Assistant to Financial Planner.

Your responsibilities

As the Wealth Management PA, you will be providing one to one support to one of the top Financial Planners within the company. This a technical PA / Assistant role and you need to be experienced within Wealth Management Administration for the provision of financial planning reports, processing new business, ensuring transactions are accurate, issuing progress report to customers and supporting with data management. Additionally, you will be providing excellent customer service to clients, whilst building strong long lasting relationships with internal stakeholders.

What you need to do

If interested in the Wealth Management PA / Assistant to Financial Planner job, please apply today for immediate consideration. This job is easily commutable from the likes of Bath and Bath outskirts, Bristol, Chippenham and surrounding locations.

Our clients range across industries from the world's largest companies to medium-sized businesses and entrepreneurial start-ups. As a result, our candidates have access to a broad selection of opportunities. Our ethos is to build long-term relationships with our clients and candidates, by offering a genuinely professional consultancy service at every stage, as a consequence much of our business and many of our candidates are referred to us.

Kelly Services UK Ltd is acting as an employment business in relation to this vacancy