At a Glance
- Tasks: Support Financial Planners and manage client operations with top-notch customer service.
- Company: Join a leading FTSE 100 Wealth Management company with a supportive team.
- Benefits: Competitive salary, discretionary bonus, and opportunities for professional development.
- Other info: Enjoy a dynamic work environment with potential for career progression.
- Why this job: Kickstart your career in finance while honing your organisational and communication skills.
- Qualifications: Proven PA experience, excellent communication, and strong problem-solving abilities.
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 Cole Financial 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:
- 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 skills.
- You are a self-starter and able to work with little supervision.
- You are confident in dealing with third parties and can work with total discretion.
- It would be useful, but not essential, to have worked in a Financial Services or professional service environment or have a financial background.
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. All candidates must currently have the right to work in the UK.
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.
Personal Assistant 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
