PA to Financial Advisor

Admin and Secretarial
Job Type: Permanent
Location: Chelmsford

Discretionary Bonus & Bens
Posted on:
April 6, 2021
Phone: 01277 889373
Url :


Due to growth, a well-respected wealth management firm, have an exciting opportunity to join their client servicing team. Working as part of the support function, this role will require you to work on a one to basis providing technical administration support to a highly successful financial planner and their clients.

This position would suit someone who is currently working within Wealth management, providing comprehensive support to financial planner with sound knowledge of Investment Wrap Platforms, ideally with FPC 1 and 2 or equivalent CF qualifications.

This is a fast-paced position, where strong attention to detail and outstanding communication skills are required as well as an interest in wealth management. This firm offer genuine, long term career progression, excellent benefits and a friendly and positive working environment from their plush offices based in Chelmsford.

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