Personal Assistant in Surrey

Personal Assistant Location: Sevenoaks, TN15 Salary: Up to £36,000 per annum plus benefits and discretionary bonus Hours: Full time - Office based. An excellent opportunity has arisen for a professional PA to join the growing team at a Partner Practice of St. James's Place (SJP). This role will support the Practice Principle and allocated Financial Planners in all aspects of client and business operations. The Role: Personal Assistant You will be working with the Financial Planners and the Practice Manager with a range of responsibilities including: Ensuring end-to-end business and client processes are adhered to and tracked efficiently in line with the practice, SJP and regulatory standards Liaison with clients and third parties in relation to the prcactice activities with the highest standards of customer service Acting as one of the first points of contact for client administrative queries Utilising all systems and processes effectively with high levels of attention to detail Keeping Salesforce up-to-date and maintained accurately Liaison with the Practice Manager for day-to-day guidance, trouble shooting and resolving client issues Working as a team with the other PA's, providing cover for the Practice Manager and guidance to Practice Administrators, as needed Completion of all required training for compliance and personal development You will have an initial period of training to learn the practice processes and skills which will provide you with a solid foundation for a career within a Financial Services Practice and you will have the opportunity to progress within the SJP Accreditation and Development framework. The Person: Personal Assistant This is an interesting and challenging role that would suit a confident, numerate, highly organised, and professional individual who enjoys using their initiative and who has a ‘can do' working style. You are reliable with proven relevant Personal Assistant experience You have exceptional communication skills - both verbal and written Excellent organisation skills with attention to detail Experience of Microsoft Office (Outlook, Word, Excel)