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Junior PA - Financial Services/Wealth Management - Cheltenham, Gloucestershire, United Kingdom, GL50


Are you looking for a career within Financial Service/Wealth Management? Do you have strong administration or PA experience?

Juice Cheltenham is thrilled to be supporting an extremely reputable and well-known organisation, in their search for a Junior PA. We are looking for individuals who are seeking career development within the financial services industry.


  • Managing diaries, organising meetings and appointments
  • Transcribing meeting notes, ensuring actions are met within the timescales stated
  • Updating client contact records with relevant call notes/emails
  • Keeping day to day tasks up to date on the task system and actioning within Practice service level standards
  • Collection, opening and distribution of post
  • Assisting colleagues with wealth management administration, prioritising workload accordingly
  • Dealing with incoming telephone calls in a professional and polite manner
  • Keeping up to date with all regulatory and financial market/industry changes
  • Booking and arranging travel, transport and accommodation
  • Typing, compiling and preparing reports, presentations and correspondence


  • 1 year+ Senior Administration or PA experience, within a financial services environment would be advantageous, however not essential
  • Discretion and trustworthiness: you will often be party to confidential information
  • Flexibility and adaptability
  • Good oral and written communication skills
  • Organisational skills and the ability to multitask
  • The ability to be proactive and take the initiative
  • Excellent understanding of all Microsoft packages

The successful candidate must be willing to study towards financial qualifications, with the overall objective of becoming a Wealth Management Assistant.

This position is working from Monday to Friday between the hours of 9-5. The salary will be paying up to £22,000, depending on experience.

If you are interested in this fantastic opportunity, we would love to hear from you.