At a Glance
- Tasks: Support Financial Planners and manage client operations with precision and care.
- Company: Join a dynamic Partner Practice of St. James's Place in Sevenoaks.
- Benefits: Up to £36,000 salary, benefits, and a discretionary bonus.
- Other info: Collaborative team environment with potential for career advancement.
- Why this job: Kickstart your career in financial services with training and growth opportunities.
- Qualifications: Proven PA experience, strong communication, and organisational skills required.
The predicted salary is between 36000 - 36000 £ per year.
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, troubleshooting and resolving client issues.
- Working as a team with the other PAs, 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 abilities.
Personal Assistant in Sevenoaks 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.
