Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support a dynamic team with various administrative tasks and client interactions.
- Company: Join Kingfisher House Wealth Management, part of the prestigious St. James's Place Plc.
- Benefits: Enjoy a competitive salary, training opportunities, and potential for career growth.
- Why this job: Be part of a successful team in a fast-paced environment that values initiative and professionalism.
- Qualifications: Experience in administration is preferred; strong customer service and Microsoft Office skills are essential.
- Other info: Standard financial and identity checks will be conducted for successful candidates.
The predicted salary is between 25000 - 27000 £ per year.
Administrative Assistant
Location: Cockermouth, Cumbria
Salary: £25,000 – £27,000 Full time / In Office
Working as part of the team at Kingfisher House Wealth Management who are an Appointed Representative of St. James’s Place Plc.
An excellent opportunity has arisen for a professional Administrative Assistant to work in Cockermouth.
You will be part of a fast-paced team managing the work generated by the Partner and Adviser team offering support as required. This business is well established and highly successful. You will be employed by the Practice.
The Role: Administrative Assistant
- You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
- You will manage and collate key data for reports and portfolio reviews
- Managing the database of clients and diary management for the Partner and Advisors
- You will be a point of contact for clients and third parties dealing with general enquiries
- You will be processing business and liaising with SJP admin teams
- Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.
The Person: Administrative Assistant
This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
To be considered for this role you will need:
- Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential
- Excellent customer service and the ability to build rapport and manage client relationships
- Strong attention to detail and be able to problem solve and think on your feet
- Good time management and planning skills
- Strong English proficiency is required
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £198.5bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green \’apply to this job\’ at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
#J-18808-Ljbffr
Administrative Assistant employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrative Assistant
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of wealth management. Understanding the basics of investment and retirement products can give you an edge in conversations during interviews.
✨Tip Number 2
Highlight your organisational skills by preparing examples of how you've managed multiple tasks or projects simultaneously. This will demonstrate your ability to thrive in a fast-paced environment like Kingfisher House.
✨Tip Number 3
Practice your customer service skills by engaging in mock scenarios where you handle client inquiries. Being able to showcase your rapport-building abilities will be crucial for this role.
✨Tip Number 4
Brush up on your Microsoft Office skills, particularly Excel and Word. Consider taking a quick online course or tutorial to ensure you're comfortable with the tools you'll be using daily.
We think you need these skills to ace Administrative Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as an Administrator or in office support roles. Emphasise any customer service skills and your proficiency with Microsoft Office programs, especially Excel and Word.
Craft a Strong Cover Letter: Write a cover letter that showcases your confidence, attention to detail, and problem-solving abilities. Mention your enthusiasm for the role and how your skills align with the needs of Kingfisher House Wealth Management.
Highlight Relevant Experience: In your application, clearly outline any previous administrative roles or experiences that demonstrate your ability to manage data, client relationships, and time effectively. If you have any financial services experience, be sure to include that as well.
Follow Application Instructions: When applying, ensure you follow the specific instructions provided by Burgh Recruitment. Remember to tick the Privacy Policy box and click the green 'apply to this job' button to complete your application successfully.
How to prepare for a job interview at Burgh Recruitment
✨Showcase Your Administrative Skills
Be prepared to discuss your previous experience in administrative roles. Highlight specific tasks you've managed, such as diary management or data collation, and how these experiences have equipped you for the role at Kingfisher House Wealth Management.
✨Demonstrate Customer Service Excellence
Since this role involves client interaction, be ready to share examples of how you've built rapport with clients in the past. Discuss any challenging situations you've handled and how you ensured a positive outcome.
✨Emphasise Attention to Detail
Given the importance of accuracy in this position, prepare to explain how you ensure attention to detail in your work. You might want to mention specific tools or methods you use to double-check your work.
✨Familiarise Yourself with Microsoft Office
As strong proficiency in Excel, Word, and other Microsoft Office programs is essential, brush up on your skills before the interview. Be ready to discuss how you've used these tools effectively in your previous roles.
