Are you an organised, client-focused Personal Assistant looking for your next opportunity within a highly respected St. James’s Place Appointed Representative?
We are looking for an experienced and proactive Financial Services Personal Assistant to join our team. This role is more than just manning the front desk and answering the phone. You will be helping with other administrative tasks for the team, which makes this an interesting and varied position and will appeal to someone with a “can do” attitude.
The Role
Specifically, your role will involve:
- Acting as the first point of contact for clients, both in person and by telephone, responding to administrative queries professionally and efficiently.
- Full reception duties, including welcoming clients and preparing meeting rooms for client visits
- Providing high-quality administrative support to Advisers and the wider Practice while maintaining excellent standards of client service.
- Preparing accurate and professional client meeting packs, ensuring all relevant documentation and information is available for Advisers ahead of meetings.
- Processing new business and liaising with St. James’s Place administration teams.
- Preparing and sending client correspondence and requests for information.
- Managing and tracking end-to-end client and business processes, ensuring they are completed efficiently and in line with Practice, St. James’s Place and regulatory requirements.
- Maintaining accurate client records and effectively utilising Practice systems and processes.
- Managing incoming and outgoing post
- Supporting the wider Practice with general administrative requirements as needed.
Full training on telephone and computer systems will be given.
About You
We are looking for someone who is:
- Client-focused with excellent face-to-face and telephone communication skills and the ability to build rapport quickly.
- Highly organised with the ability to manage multiple tasks, prioritise effectively and work to agreed deadlines.
- Detail-oriented with excellent written communication and a strong focus on accuracy.
- Experienced in an office support or personal assistant role within Financial Services.
- Ideally experienced within an SJP or IFA practice
- Confident using Microsoft Office, particularly Outlook, Word and Excel.
- Experience with Salesforce would be advantageous.
- Professional and discreet when dealing with confidential client information.
- Comfortable communicating with clients, colleagues, providers and other third parties.
Why Join Us?
This is an excellent opportunity to join a professional and client-focused Practice where you will play a key role in supporting both our Advisers and clients, while developing your career within Financial Services.
If you are organised, personable and have a genuine interest in delivering excellent client service, we would love to hear from you.
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Contact Details:
Sleight Wealth Management Limited Recruitment Team
