Dynamic PA for Financial Services Team

Sleight Wealth Management Limited; Cramlington; On-site; GBP 26,000 - 34,000; Full time

Job summary

Sleight Wealth Management Limited is seeking an organised, client-focused Personal Assistant to support a team within a St. James’s Place Appointed Representative practice in the UK.

You will handle front-desk duties, client communications and a range of admin tasks to assist Advisers and the wider Practice. The role requires excellent organization, professional communication, and discretion with confidential information.

Qualifications

• Client-focused with excellent face-to-face and telephone communication skills.
• Highly organised with the ability to manage multiple tasks, prioritise effectively and meet deadlines.
• Detail-oriented with strong written communication and focus on accuracy.
• Experience in an office support or personal assistant role within Financial Services.
• Ideally experienced within an SJP or IFA practice.
• Proficient in Microsoft Office; Salesforce experience would be advantageous.
• Professional and discreet when dealing with confidential client information.

Responsibilities

• Acting as the first point of contact for clients, both in person and by telephone, with professional responses to queries.
• Full reception duties, including welcoming clients and preparing meeting rooms for client visits.
• Providing high-quality administrative support to Advisers and the wider Practice while maintaining client service standards.
• Preparing accurate and professional client meeting packs and ensuring documentation is available for Advisers ahead of meetings.
• Processing new business and liaising with St. James’s Place administration teams.
• Preparing and sending client correspondence and information requests.
• Managing end-to-end client and business processes in line with Practice, St. James’s Place and regulatory requirements.
• Maintaining accurate client records and using Practice systems and processes.
• Managing incoming and outgoing post and supporting the wider Practice with general administrative requirements.

Skills

Client-focused

Organisation

Multi-tasking

Attention to detail

Strong communication

Discretion

Experience in Financial Services

Relationship building

Tools

Microsoft Office (Outlook/Word/Excel)

Salesforce

Job description

Sleight Wealth Management Limited is seeking an organised, client-focused Personal Assistant to support a team within a St. James’s Place Appointed Representative practice in the UK.

You will handle front-desk duties, client communications and a range of admin tasks to assist Advisers and the wider Practice. The role requires excellent organization, professional communication, and discretion with confidential information.