Technical PA / Wealth Management PA
Cavendish Maine have partnered with a fantastic Wealth Management firm and are working to add a Technical PA or Wealth Management PA to their support team in Chelmsford. Working with the Head of Operations and Business Process Manager you will not only be supporting Advisers but also representing the firm and often being the front line of the brand.
Delivering a wide range of support to advisers, FPs, clients and colleagues you must be professional and efficient when dealing with your daily work load. This will include juggling incoming calls, emails, data handling and business transactions.
In this role you can expect to get involved with:
- Client Enquiries / activity
- Back office systems
- Client meeting preparation / packs and scheduling
- Data and record management
- Report on transactions and client accounts
- Review and process cash transactions/ valuations
- Adhere to policy, regulatory and firm processes
The successful candidate must be able to demonstrate strong technical or product knowledge of some of the following; platforms/ wealth management/ pensions/ investments. Ideally you would have worked as a PA, Assistant, IFA Support or financial administrator and are looking for the next step up. This role will not only develop you technical knowledge, it will give you ownership of your workload, development and progression. If you have any qualifications within financial planning, investments, pensions this would be ideal - however this firm will support you should you wish to work towards these.