At a Glance
- Tasks: Support Financial Planners and manage client operations with precision and professionalism.
- Company: Join a prestigious Partner Practice of St. James's Place, a top FTSE 100 Wealth Management firm.
- Benefits: Enjoy a competitive salary, benefits, and a discretionary bonus.
- Other info: Work in a supportive team and gain valuable insights into the financial services industry.
- Why this job: Kickstart your career in finance with training and growth opportunities in a dynamic environment.
- Qualifications: Proven PA experience, excellent communication, and strong organisational skills required.
The predicted salary is between 36000 - 36000 £ per year.
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 the practice 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:
- This is an interesting and challenging role that would suit a confident, numerate, highly organised, and professional individual who enjoys using their initiative and who has a can-do working style.
- 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.
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. The practice is a well-established and highly successful Partner Practice of SJP.
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.
Personal Assistant in Sevenoaks 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
