At a Glance
- Tasks: Support a Partner with administration and client servicing in a dynamic financial 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: Make a real impact by providing high-level service to clients and supporting a successful team.
- Qualifications: Experience in Financial Services and exceptional communication skills are essential.
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. 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.
Senior Administrator / Personal Assistant in Bristol employer: Burgh Recruitment
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. With a strong emphasis on professional development, you will have the opportunity to expand your knowledge in financial services while enjoying a collaborative work culture that values teamwork and communication. Benefit from competitive salary packages and the chance to work within a prestigious FTSE 100 Wealth Management company, ensuring a rewarding and meaningful career path.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Administrator / Personal Assistant in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Burgh Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Administrator / Personal Assistant in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Burgh Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Burgh Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Burgh Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Burgh Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Burgh Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Burgh Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
