Personal Assistant to Financial Advisors

An exciting new opportunity has arisen for an experienced Personal Assistant to join a highly successful and well-established Wealth Management company based in Wrexham. The new role will be to join their successful, professional, busy PA Team, providing support to the Financial Advisers within the practice. As Personal Assistant, you will be required to provide full time administrative support to designated Advisers and the wider office where necessary. You will be required to report to the PA Team Leader and Practice Manager. Our client is offering a competitive salary and benefits package, along with a friendly and professional working environment to the successful Personal Assistant.


  • Preparation of Meeting files – New and Review
  • Diary management of allocated Adviser/Advisers
  • Appointment making
  • General oversight and management of the client experience and servicing for your dedicated Adviser – inclusive of management of client review list
  • Professional Client interaction and dealing with client enquiries – phone/email/letter/face to face
  • Building and maintaining professional relationships with clients and colleagues
  • Liaising with external providers and companies via way of letter and telephone
  • Preparation of business submission files to pass to paraplanning team
  • Ensuring compliance documentation is completed and files correctly and in line with legislation
  • File note/Contact record maintenance
  • Processing of withdrawal of funds
  • Processing of fund switching
  • Letter writing to clients
  • Reprioritise workload to ensure that all urgent work is actioned in a timely manner
  • Ensure all relevant processes and actions are completed in a timely effective manner to support other members of the team
  • Be involved and contribute at team meetings
  • Provide cover for other team members upon request as per the business need
  • Keeping up to date with evolving procedures and systems – internally and externally
  • Scanning and processing of client documentation
  • Answering of Incoming office calls
  • Monitoring and Management of email inbox and various other inboxes
  • Admin of specific office/team projects
  • General wider office duties
  • Obtaining and maintaining a good background knowledge of products

Required skills:

  • Previous experience in PA Role (or similar), ideally in financial services or related sector
  • Genuine interest in Financial Services
  • High level of attention to detail
  • Highly organised
  • Excellent written and verbal communication skills
  • Excellent IT Skills
  • Team player
  • Approaches work positively with a can-do attitude and take responsibility for own tasks
  • Manages time effectively with the ability to multitask
  • Works well as an individual and also as part of a large team
  • Open to change with a creative approach to problem solving

What we offer you:

  • 30 days holiday (inclusive of bank holidays)
  • NHS Top up Medical Cash Plan

If you feel that this could be the right role for you then apply now and we’ll be in touch.

  • Date Posted:
    8th April 2021
  • Location:
  • Salary:
    £18,000 to £20,000

To discover more, please get in touch...