Wealth Management Pa

**Job Reference: 1630**

**Job Title: Wealth Management PA**

**Job Location: Stapleford**

**Salary: £28,000- £35,000 DOE**

**Reports to: Practice Manager**

Our client is a well-established Wealth Management company in a popular Nottingham suburb They’re looking for a bright and switched-on individual who is ready to learn and join their proactive team. They pride themselves in offering the very best customerservice. Your main job role is to provide administrative support to the Partner/Practice Manager to ensure that the Partner’s relationships with their clients can be optimised and assist with the daily operation of the office. This role may have the potentialfor hybrid working once the individual is established and confident in the role.

**Key Duties & Responsibilities**:

- Provide high-level technical and administrative support to the Partner, Paraplanner and Practice Manager
- Deal effectively with queries from clients and other parties through effective communication
- Prepare files including compliance required documentation; research; illustrations and supporting documentation
- Maintain all tasks and comprehensive notes within Salesforce in line with company standards
- Produce basic suitability letters as required
- Providing an excellent client experience when they visit the office
- Key holder for the practice office

**Knowledge and experience**:

- Previous experience in an office support role, ideally in financial services or related sector
- Knowledge of relevant regulation and legislation (desirable)
- Experience with client management systems such as Salesforce
- Knowledge and experience in dealing with Trust documentation

**Skills and behaviours**:

- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly
- Excellent written communication skills
- Broad experience with Microsoft Office (Outlook, Word, PowerPoint, Excel)
- Good organisation skills
- Strong attention to detail
- Manages time effectively with the ability to multi-task
- Keeps calm when faced with conflicting demands and handles these effectively
- Always demonstrates a positive attitude
- Works well on own tasks as well as on shared goals as part of a team
- Open to change with a creative approach to problem-solving

**Required Competencies**:

- Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with mínimal supervision. Stays focused on tasks despite distractions and interruptions.
- Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables.
- Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.
- Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement.
- Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand.
- Planning and Organising: Manages own time, priorities, and resources to achieve goals.
- Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business.