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 family practice vibe.
- Benefits: Competitive salary up to £45,000 and opportunities for professional growth.
- Other info: Enjoy a collaborative atmosphere with a focus on client satisfaction and career development.
- Why this job: Be part of a successful team and make a real difference in clients' financial journeys.
- Qualifications: Experience in Financial Services and exceptional communication skills required.
The predicted salary is between 45000 - 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. As this is a small family practice, the role will include an element of general administration alongside the PA and client servicing duties and you will be comfortable in providing end to end support.
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.
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.
Senior Administrator / Personal Assistant employer: Burgh Recruitment Ltd
Join a dynamic and supportive family practice in Bristol, where your role as a Senior Administrator / Personal Assistant will be pivotal in delivering exceptional client service and administrative support. With a strong emphasis on professional development, you will have the opportunity to expand your knowledge within the financial services sector while enjoying a collaborative work culture that values teamwork and effective communication. St. James’s Place offers a rewarding environment with competitive salary packages and the chance to contribute to a well-established and successful wealth management firm.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Administrator / Personal Assistant
✨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 the interview by researching the company and its values. We want you to show that you’re not just another candidate; you’re genuinely interested in being part of their family practice.
✨Tip Number 3
Practice your communication skills! As a Senior Administrator / Personal Assistant, you'll need to impress with your interpersonal skills. Role-play common interview questions with a friend to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing familiar faces from our community!
We think you need these skills to ace Senior Administrator / Personal Assistant
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, as well as your ability to manage multiple tasks.
Showcase Your IT Skills:Since the role requires excellent IT skills, make sure to mention your proficiency with Microsoft Office, especially Word, Excel, and Outlook. If you've used any CRM systems, don't forget to include that too! We love tech-savvy candidates.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way to ensure your application gets to us directly. Remember to tick the Privacy Policy box and hit that green 'apply to this job' button at the bottom of the application page. We can't wait to hear from you!
How to prepare for a job interview at Burgh Recruitment Ltd
✨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 St. James’s Place and their offerings, as well as any recent news or changes in the industry. This will show that you're genuinely interested and prepared.
✨Showcase Your Communication Skills
As a Senior Administrator / Personal Assistant, communication is key. During the interview, be clear and articulate in your responses. Practice answering common questions about how you handle client queries or manage communications, so you can demonstrate your exceptional interpersonal skills.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage multiple tasks and priorities. Share specific examples of how you've successfully handled tight deadlines or complex schedules in the past. This will highlight your ability to work under pressure and keep everything running smoothly.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This could be about the team dynamics, the company culture, or how success is measured in the role. It shows that you're engaged and serious about the position, plus it gives you valuable insights into whether it's the right fit for you.
