Wealth Management PA | Meetings, Admin & Events

Plum Personnel Ltd; Illshaw Heath; On-site; GBP 30,000 - 33,000; Full time

Benefits offered by this job

Free onsite parking

Job summary

Plum Personnel Ltd is seeking an experienced Personal Assistant to support an Independent Financial Advisor in a Wealth Management practice, Solihull. The role requires handling client visits, typing, events, and marketing tasks with strong communication skills and initiative.

Part-time or full-time applicants are welcome; salary £30,000–£33,000 (pro rata) per annum, plus free onsite parking. Based in Solihull at Blythe Valley Business Park, the ideal candidate will thrive in a regulated

Qualifications

• Experience as a PA in a regulated environment such as financial services, banking or legal is desirable.
• Strong communication skills and well-presented demeanor.
• Ability to take initiative, anticipate needs and work with minimal supervision.

Responsibilities

• Preparing for client visits and handling pre/post meeting administration.
• Audio and copy typing tasks.
• Organising client events from start to finish.
• Sending prospect letters and carrying out marketing activities.
• Processing new business submissions and ordering valuations of pensions and investments.

Skills

Audio typing

Copy typing

Event organising

Client communication

Marketing tasks

Job description

Plum Personnel Ltd is seeking an experienced Personal Assistant to support an Independent Financial Advisor in a Wealth Management practice, Solihull. The role requires handling client visits, typing, events, and marketing tasks with strong communication skills and initiative.

Part-time or full-time applicants are welcome; salary £30,000–£33,000 (pro rata) per annum, plus free onsite parking. Based in Solihull at Blythe Valley Business Park, the ideal candidate will thrive in a regulated