At a Glance
- Tasks: Support Financial Planners and manage client operations with precision and professionalism.
- Company: Join a prestigious Partner Practice of St. James’s Place, a top FTSE 100 Wealth Management firm.
- Benefits: Earn up to £36,000 plus benefits and a discretionary bonus.
- Other info: Enjoy a supportive team atmosphere with potential for career advancement.
- Why this job: Kickstart your career in finance with training and growth opportunities in a dynamic environment.
- Qualifications: Proven PA experience, strong communication skills, and proficiency in Microsoft Office.
The predicted salary is between 36000 - 36000 £ per year.
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:
- 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 practice 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:
- 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) & Client Management systems
- Keeps calm under pressure with strong problem-solving skills
- You are a self-starter and able to work with little supervision
- You are confident in dealing with third parties and can work with total discretion
- It would be useful, but not essential, to have worked in a Financial Services or professional service environment or have a financial background.
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. The practice is well established and highly successful Partner Practice of SJP.
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. All candidates must currently have the right to work in the UK.
Personal Assistant in Borough Green employer: Burgh Recruitment
St. James’s Place plc is an exceptional employer, offering a dynamic work environment where high-quality financial planning meets outstanding client service. With a strong focus on employee development and a culture that values collaboration and innovation, you will have ample opportunities for professional growth while contributing to a meaningful client journey in the heart of the financial sector.
