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Financial Services



Type of Position: Wealth Client Executive PA
Pay: £25-32k

Wealth Client Executive PA

Our client is looking for a Wealth Client Executive PA to join their team. You will be delivering comprehensive support to Financial Planner(s) whilst delivering excellent service to customers and colleagues.

Key Responsibilities:

  • 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. 
  • Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect from the company 
  • Help clients to register for, navigate and update their account on the Personal Finance Portal.


Qualifications and Skills:


  • Strong interpersonal, communication and customer service skills 
  • Excellent diary management, planning and organisational skills 
  • Excellent accuracy and attention to detail 
  • Proven ability to work on own initiative
  • Excellent telephone manner 
  • Proven high level of customer service. 
  • FPC 1 and 2 or equivalent CF qualifications obtained 
  • Good working knowledge of Microsoft office systems


  • Full FPC or equivalent CF qualifications 
  • Knowledge of Intelligent Office database would be an advantage


If you are interested in this position, please email your CV to 

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