Administrative Assistant

Burgh Recruitment Ltd (Financial Services); Leicester; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading financial services company in Leicester is seeking an enthusiastic Administrative Assistant to support a busy office environment. The ideal candidate will manage various administrative tasks, facilitate client interactions, and ensure operational efficiency. With training opportunities available, you will join a motivated team committed to excellence in client service.

Benefits

Collaborative working environment

Opportunities for skill development

Qualifications

• Previous experience in an administrative support role, ideally within wealth management.
• Excellent customer service and relationship management skills.
• Strong attention to detail and time management capabilities.

Responsibilities

• Manage administrative tasks to support colleagues and clients.
• Collate data for reports and portfolio reviews.
• Handle client enquiries and correspondence efficiently.

Skills

Customer service

Attention to detail

Problem solving

Time management

Education

Experience in administrative support

Tools

Excel

Word

Microsoft Office Programs

Job description

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Burgh Recruitment Ltd (Financial Services)

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Job Reference:

07ff35813240

Job Views:

6

Posted:

17.06.2025

Expiry Date:

01.08.2025

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Job Description:

Administrative Assistant

Location: Leicester

Salary: Up to £30,000 depending on experience

Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office?

You will be working as part of the team at a highly respected Partner Practice of St. James’s Place Plc who provide bespoke financial advice and services to a broad range of clients, individuals, high net worth individuals, families and businesses.

The Rewards:

• Collaborative working environment
• The chance to extend your skills and experience
• Joining a motivated team that works hard to make a success of this Practice.

The company offers a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.

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
• Dealing with enquiries and correspondence from clients and providers
• Managing the database of clients and diary management for the Partner and Advisors
• You will be processing new 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

To be considered for this role you will need:

• Previous experience in an administrative support role, ideally within St. James's Place, Wealth Management or an Independent Financial Advisory Business
• 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 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 £188.6bn. 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.

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.