At a Glance
- Tasks: Manage communications, client servicing, and support the Partner in a dynamic environment.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Competitive salary up to £45,000 and opportunities for professional growth.
- Other info: Work in a supportive atmosphere with a focus on collaboration and client satisfaction.
- Why this job: Be part of a successful team and make a real difference in client relationships.
- Qualifications: Experience in Financial Services and exceptional communication skills required.
The predicted salary is between 40000 - 45000 £ per year.
An excellent opportunity has arisen for a professional and adaptable Senior Administrator / Personal Assistant to work for a Partner within a St. James's Place Principal Partner Practice in Bristol. You will be working closely with the Partner and offering support as required.
The Role:
- Effective management of incoming communication, including post, emails, answering calls and handling queries professionally.
- Overseeing client servicing and ongoing advice processes ensuring clients are reviewed on schedule and that their advice and servicing needs are met across the year.
- Managing the Advisors' diaries and booking in client meetings and reviews.
- Maintaining records of meetings and CRM to ensure compliance.
- Assisting the paraplanning team as required.
- Gathering and collating information on behalf of clients, paraplanners and Advisors.
- Providing high-level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise.
The Person:
- You will have been working in Financial Services, ideally for a SJP Partner Practice for several years and have good all-round knowledge which you are looking to expand and develop.
- Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts and to deliver the highest level of client service.
- Excellent team working skills with the ability to work collaboratively and co-operatively with colleagues.
- Ability to work under pressure, to tight deadlines and a flexible, pro-active approach to work including the ability to prioritise and re-prioritise to achieve successful outcomes.
- Ability to apply processes rigorously and meticulously to promote effective and efficient working.
- Assertive and confident manner, particularly on the telephone.
- Excellent numeracy and literacy skills.
- Excellent IT skills including working knowledge of Microsoft Office Word, Excel and Outlook.
- Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times.
St. James's Place plc (SJP) is a leading, 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 £216.94bn. 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.
Senior Administrator / Personal Assistant in Bristol employer: Burgh Recruitment Limited
Join a prestigious St. James's Place Principal Partner Practice in Bristol, where you will thrive in a supportive and dynamic work environment that values professional growth and client service excellence. With competitive salaries and a commitment to employee development, this role offers the chance to work closely with experienced professionals while contributing to a well-established firm known for its high standards and strong client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Administrator / Personal Assistant in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with SJP. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to administration and client servicing. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! During interviews, highlight your exceptional communication and IT skills. Use specific examples from your past experiences to demonstrate how you’ve successfully managed client relationships.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team and ready to take on the challenge.
We think you need these skills to ace Senior Administrator / Personal Assistant in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Administrator / Personal Assistant role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences that demonstrate your exceptional interpersonal and communication skills. We love a good story!
Be Professional and Polished:Since this role involves managing communication and client interactions, ensure your application is free from typos and errors. A polished application reflects your attention to detail, which is crucial for this position. We appreciate professionalism!
Apply Through Our Website:Don't forget to apply through our website! Follow the instructions carefully, tick the Privacy Policy box, and hit that green 'apply to this job' button. We’re excited to see your application come through!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially if you've worked in a similar role before. Familiarise yourself with the specific practices of St. James's Place and be ready to discuss how your experience aligns with their values and client service standards.
✨Showcase Your Communication Skills
As a Senior Administrator / Personal Assistant, communication is key. Prepare examples of how you've effectively managed client communications or resolved queries in the past. This will demonstrate your ability to handle sensitive information and maintain professionalism under pressure.
✨Demonstrate Team Spirit
Highlight your teamwork skills during the interview. Share instances where you've collaborated with colleagues or supported a team to achieve a common goal. This will show that you're not just a lone wolf but someone who thrives in a cooperative environment.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to diary management or client servicing. Think through how you would prioritise tasks or handle unexpected issues. This will showcase your proactive approach and ability to think on your feet.
