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 strong reputation.
- Benefits: Competitive salary up to £45,000 and opportunities for professional growth.
- Other info: Work in a supportive team with excellent career development opportunities.
- Why this job: Be part of a successful team and make a real difference in client service.
- Qualifications: Experience in Financial Services and exceptional communication skills required.
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.
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 in Bristol employer: Premium site
St. James’s Place is an exceptional employer, offering a dynamic work environment in Bristol where professional growth and client service excellence are at the forefront. Employees benefit from a supportive culture that encourages collaboration and development, alongside competitive salaries and the opportunity to work with a prestigious FTSE 100 Wealth Management firm. With a focus on high-quality service and a commitment to employee well-being, SJP provides a rewarding career path for those looking to make a meaningful impact in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Administrator / Personal Assistant in Bristol
✨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 interviews by practising common questions related to administration and client service. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, highlight your IT skills and ability to manage multiple tasks under pressure. Use specific examples from your past experiences to back it up.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find more tailored opportunities that match your skills and aspirations.
We think you need these skills to ace Senior Administrator / Personal Assistant in Bristol
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.
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. We love seeing candidates who are tech-savvy and can handle sensitive information with discretion.
Follow the Application Process:When you're ready to apply, head over to our website and follow the application instructions carefully. Don’t forget to tick the Privacy Policy box and click the green 'apply to this job' button. We’re excited to see your application!
How to prepare for a job interview at Premium site
✨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 informed.
✨Showcase Your Communication Skills
As a Senior Administrator / Personal Assistant, communication is key. Prepare examples of how you've effectively managed client communications or resolved queries in the past. Practise articulating your thoughts clearly and confidently, especially over the phone, as this is crucial for the role.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage multiple tasks and priorities. Think of specific instances where you've successfully handled tight deadlines or complex schedules. Highlight your experience with diary management and CRM systems, as these are vital for the position.
✨Prepare Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the role and the company. Ask about the team dynamics, the expectations for the first few months, or how success is measured in the role. This shows your enthusiasm and helps you gauge if it's the right fit for you.
