IFA Financial Services PA / Administrator, Wrexham £18-20k

Posted 6 months ago

Financial Services PA / Administrator

Industry: Financial Services

Location: Wrexham

Hours: Full time. 9am until 5pm (Monday to Friday)

Salary: £18,000 – £20,000

Contract type: Permanent

Benefits; 30 days holiday (inclusive of bank holidays), NHS Top up Medical Cash Plan

Role Purpose: As a PA 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.

Key Duties and Responsibilities:

  • 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


Person Specification:

  • 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

Email your CV to sam@artemisrecruitment.co.uk

Job Features

Job CategoryFinancial

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