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- Tasks: Support the Regional Academy Training Manager and manage day-to-day operations.
- Company: Join a forward-thinking financial services firm with a focus on innovation.
- Benefits: Competitive salary, annual bonus, generous leave, and private medical insurance.
- Why this job: Be the backbone of leadership, making a real impact in a dynamic environment.
- Qualifications: Experience as an EA or PA with strong organisational skills and discretion.
- Other info: Hybrid work model with opportunities for career growth and development.
The predicted salary is between 36000 - 60000 £ per year.
Executive Assistant – Financial Adviser Academy
Posted on: 09/09/2025 – Application Deadline: 26/09/2025
Are you ready to chart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform – because we believe in the difference our work makes.
At a glance:
Location: Cirencester Office
Workplace Type: Hybrid
Employment Type: 11 month Fixed-Term Contract
Seniority: Associate
The role:
In this role, you will provide proactive support to the Regional Academy Training Manager. You will be the right-hand person, working seamlessly with the Directorate’s leadership and support teams to enable them to advance business initiatives and goals. You’ll use initiative and experience to filter and attend to the day-to-day functions that are part of the Regional Manager’s role so that they can focus on the high-level leadership and strategy functions.
The successful person will be expected to handle highly sensitive and confidential financial, legal, personnel, and strategic plans while exercising professionalism and discretion.
Who we\\\’re looking for:
A trusted EA or PA who operates with professionalism and decorum who can build trusting relationship with exceptional organisation and coordination skills.
What you\\\’ll be doing:
- Gatekeeping – ensure the Regional Manager’s time is protected and focused on strategic priorities by controlling the flow of information, requests, and interactions, and exercising judgement
- Email & Diary Management – Expert use of Microsoft Outlook to handle complex diary management and inbox action and prioritisation
- Provide context and concise briefings to prepare for meetings and presentations
- Responsible for the production and format of meeting agendas, minutes and track meeting actions
- Create impactful presentations using software such as Microsoft PowerPoint
- Plan and coordinate travel arrangements for local, national and international travel
- Coordinate large and small onsite and offsite meetings and events including venue research and booking, attendees, agenda planning and be the first point of contact for all visitors and/or directors
- Schedule assistance for the Academy Training Division for various workshops and observations across the SJP Financial Adviser Academy
- Prepare, reconcile, and track expense reports through the travel and expense system
- Support the Procurement team/process with the management of invoices, raising purchase orders and processing payments
- Support any reasonable project related requirements as required by the Business
- Be proactive & flexible to support any other reasonable needs of the leadership team as necessary
- Advanced diary and inbox management with strong organisation and prioritisation skills
- Excellent proficiency in Microsoft Office (Outlook, PowerPoint, Teams/Zoom)
- Confidentiality, discretion, and professional communication
- Organisation and adaptability with a meticulous approach to event and travel planning
- Experience working within a highly regulated financial services environment
- Awareness of financial services sector trends, regulatory frameworks, and corporate strategy
- Experience coordinating large-scale events or workshops across multiple locations
Special Requirements:
On occasion, there may be a need for UK travel (e.g. between SJP offices), with some overnight stays.
What\\’s in it for you?
We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts. We also have benefits to support whatever stage of life you are in, including:
- Competitive parental leave (26 weeks full pay)
- Private medical insurance (optional taxable benefit)
- 10% non-contributory pension (increasing with length of service)
Reasonable Adjustments
We\\\’re an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at careers@sjp.co.uk
Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.
What\\\’s next?
If you\\\’re excited about this role and believe you have the skills and experience we\\\’re looking for, we\\\’d love to hear from you! Please submit an application by clicking ‘apply’ below and our team will be in touch. As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.
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Executive Assistant - Financial Adviser Academy employer: St. Jamess Place
Contact Detail:
St. Jamess Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive Assistant - Financial Adviser Academy
✨Tip Number 1
Network like a pro! Reach out to current or former employees on LinkedIn and ask about their experiences. This can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 2
Prepare for the interview by researching the company’s recent projects and values. Show us that you’re genuinely interested in the role and how you can contribute to their goals.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want to see your personality shine through, so don’t be afraid to let your enthusiasm for the role show!
✨Tip Number 4
Follow up after your interview with a thank-you email. It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your interest in the position!
We think you need these skills to ace Executive Assistant - Financial Adviser Academy
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight the skills and experiences that align with the Executive Assistant role. We want to see how your background fits into our vision and the specific needs of the Financial Adviser Academy.
Showcase Your Organisation Skills: Since this role requires exceptional organisation and coordination, be sure to provide examples of how you've successfully managed complex schedules or events in the past. We love seeing real-life applications of your skills!
Be Professional and Discreet: Given the sensitive nature of the information you'll handle, it's crucial to convey your professionalism and discretion in your application. Share experiences where you've maintained confidentiality and exercised good judgement.
Apply Through Our Website: We encourage you to submit your application through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at St. Jamess Place
✨Master the Art of Gatekeeping
As an Executive Assistant, you'll need to protect your manager's time fiercely. Before the interview, think about how you can demonstrate your ability to filter information and manage priorities effectively. Prepare examples of how you've successfully managed competing demands in previous roles.
✨Showcase Your Tech Savvy
This role requires advanced skills in Microsoft Office, especially Outlook and PowerPoint. Brush up on these tools before your interview. Consider preparing a short presentation or a mock diary management scenario to showcase your proficiency and organisational skills.
✨Demonstrate Discretion and Professionalism
Handling sensitive information is key in this position. Be ready to discuss situations where you've had to exercise discretion and professionalism. Think of specific examples that highlight your ability to maintain confidentiality while supporting leadership.
✨Be Proactive and Flexible
The job description emphasises the need for a proactive approach. Prepare to discuss how you've anticipated needs in past roles and adapted to changing circumstances. Share stories that illustrate your flexibility and willingness to go the extra mile for your team.
