Administrative Assistant

St. James's Place Wealth Management; Cockermouth; On-site; GBP 25,000 - 27,000; Full time

Job summary

A leading wealth management firm in Cockermouth is seeking an Administrative Assistant to support the Partner and Adviser team. The role involves managing administrative tasks, collating data for reports, and client engagement. Ideal candidates will have strong attention to detail, excellent customer service skills, and proficiency in Microsoft Office. This position offers an excellent opportunity in a dynamic environment.

Qualifications

• Proven work experience as an Administrator or in an office support role.
• Strong English proficiency is required.
• Ability to build rapport and manage client relationships.

Responsibilities

• Deal with a variety of administrative tasks supporting colleagues and clients.
• Manage and collate key data for reports and portfolio reviews.
• Act as a point of contact for clients and third parties.

Skills

Customer service

Attention to detail

Time management

Proficient in Excel

Proficient in Word

Job description

Administrative Assistant

Location: Cockermouth, Cumbria

Salary: £25,000 - £27,000 full time / In Office

Working as part of the team at Kingfisher House Wealth Management who are an Appointed Representative of St. James s Place Plc.

An excellent opportunity has arisen for a professional Administrative Assistant to work in Cockermouth.
You will be part of a fast-paced team managing the work generated by the Partner and Adviser team offering support as required. This business is well established and highly successful. You will be employed by the Practice.

The Role: Administrative Assistant

• • You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
  • You will manage and collate key data for reports and portfolio reviews
  • Managing the database of clients and diary management for the Partner and Advisors
  • You will be a point of contact for clients and third parties dealing with general enquiries
  • You will be processing business and liaising with SJP admin teams
  • Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.

The Person: Administrative Assistant

This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a can do working style.
To be considered for this role you will need:

• • Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential
  • Excellent customer service and the ability to build rapport and manage client relationships
  • Strong attention to detail and be able to problem solve and think on your feet
  • Good time management and planning skills
  • Strong English proficiency is required
  • Strong working knowledge of Excel, Word, and other Microsoft Office Programs
  • It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.

St. James s Place plc (SJP) is a leading, a 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.
SJP has funds under management in excess of £198.5bn. This business is well established and highly successful.

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.

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