At a Glance
- Tasks: Support a busy team with admin tasks and client communications.
- Company: Join a respected Senior Partner Practice of St. James’s Place.
- Benefits: Up to £30,000 salary, part-time hours, and remote work flexibility.
- Other info: Opportunity for career growth in a leading wealth management company.
- Why this job: Be part of a professional team and grow in a fast-paced environment.
- Qualifications: Strong admin skills, excellent client service, and Microsoft Office proficiency.
The predicted salary is between 30000 - 30000 £ per year.
Location: Cheltenham, Gloucestershire
Salary: Up to £30,000 FTE, depending on experience
Hours: Part time, up to 32 hours per week
Are you an experienced Executive Assistant looking for your next opportunity? A highly respected Senior Partner Practice of St. James’s Place is seeking a proactive Executive Assistant to join their team, replacing a longstanding colleague who is retiring. This role offers a primarily remote working model, with the expectation of travelling to the office and client meetings on certain occasions throughout the week.
The Executive Assistant role includes:
- Supporting a busy Practice with a range of administrative tasks
- Managing client communications and maintaining accurate records
- Assisting with reports, portfolio reviews, and new business processing
- Diary and database management
We’re looking for an Executive Assistant who:
- Has strong administrative experience (financial services helpful, not essential)
- Delivers excellent client service and builds strong relationships
- Is highly organised, detail-oriented, and confident working with discretion
- Has solid Microsoft Office skills
You’ll be joining a collaborative, professional team with opportunities to grow in a fast-paced environment. If you’re interested or would like to learn more, please apply via 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.
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.
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.
Executive Assistant in Cheltenham employer: Premium site
Join a highly respected Senior Partner Practice of St. James’s Place in Cheltenham, where you will be part of a collaborative and professional team that values growth and development. With a primarily remote working model and flexible hours, this role offers an excellent work-life balance alongside competitive salary and opportunities for career advancement in the thriving wealth management sector. Experience a supportive culture that prioritises client service and teamwork, making it an ideal environment for an Executive Assistant looking to make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Executive Assistant in Cheltenham
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Premium site often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Premium site.
We think you need these skills to ace Executive Assistant in Cheltenham
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Premium site and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Premium site. A little light-heartedness can go a long way!
How to prepare for a job interview at Premium site
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
