St. James’s Place plc invites applications for a Personal Assistant based in Sevenoaks. You will support the Practice Principle and allocated Financial Planners in client and business operations, ensuring end-to-end processes meet regulatory standards with high service levels.
You will contribute to maintaining Salesforce data, liaising with clients and third parties, and assisting the Practice Manager. Training and accreditation opportunities are available within the SJP framework.
Executive Personal Assistant — Financial Services Practice employer: St. James's Place Wealth Management
Join a highly respected St. James’s Place Partner Practice in Risby, Bury St Edmunds, where you will be part of a friendly and collaborative team dedicated to delivering exceptional service. Enjoy a competitive salary and benefits, along with opportunities for personal growth and skill development in a fast-paced environment that values your contributions. This role offers the chance to make a meaningful impact while working alongside motivated colleagues who are committed to success.
Contact Details:
St. James's Place Wealth Management Recruitment Team
