Executive Assistant

VanWonen; London; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A forward-thinking company is seeking a professional Executive Assistant to support its Founder and Advising Principal. This role involves managing schedules, liaising with high-net-worth clients, and ensuring smooth operations within a prestigious wealth management firm. The ideal candidate will possess exceptional organizational and communication skills, thrive in a fast-paced environment, and be adept at handling sensitive information with discretion. If you are a proactive self-starter with a keen eye for detail and a passion for excellence, this opportunity could be your next career move.

Qualifications

• Experience in a PA/EA role within an SJP Partner Practice is essential.
• Must hold or be studying for CII Level 4 Diploma in Financial Planning.

Responsibilities

• Manage the Partner’s diary and schedule meetings.
• Respond to emails on the Partner's behalf and liaise with clients.
• Maintain client records within Salesforce and produce review letters.

Skills

Organizational Skills

Communication Skills

Problem-Solving Skills

Time Management

Attention to Detail

Education

CII Level 4 Diploma in Regulated Financial Planning

Tools

Salesforce

Voyant

FE Analytics

Job description

Executive Assistant

Salary - Up to £50,000 (depending on experience) + Bonus and Benefits

Locations – Remote / Hybrid (2 days a month in Knightsbridge / South Kensington locations)

Working as part of the team at an Appointed Representative of St. James’s Place Plc.

An excellent opportunity has arisen for a professional and adaptable Executive Assistant to work for the Founder and Advising Principal within a St. James’s Place Partner Practice, which is based in London.

The Executive Assistant will be managing the work generated by the Founder and providing ongoing top-level support, which will include PA duties along with technical administration of the client review process.

The Role: Executive Assistant

• Managing the Partner’s diary; scheduling meetings with existing clients, prospects, external services providers
• Managing SJP meeting rooms and external venue bookings as appropriate
• Email management -responding to emails on the Partner's behalf
• Being the first point of contact for clients via phone/email
• Submitting both new and replacement investment business, pension business, EIS and VCT business including applications, illustrations, EBS submissions, advice sets and advice record
• Producing and sending Ongoing Advice Review Letters to clients
• Updating client CFRs prior to annual review meetings
• Maintaining client records within Salesforce
• Remaining fully updated on SJP internal processes’ changes, SJP news, and completing required internal SJP exams in a timely manner as required
• Building and maintaining relationships with PSS of other SJP Practices
• Organising and occasionally attending early evening client events in the Mayfair / Kensington & Chelsea areas, as required

The Person: Executive Assistant

The ideal candidate will be well-organised, professional, and comfortable appropriately liaising with HNW clients and third-party suppliers (paraplanners, marketers, conference organisers/media)

• Previous experience in a PA / EA or Practice Manager role within an SJP Partner Practice is essential
• SJP Platinum Accredited
• You will hold CII Level 4 Diploma in Regulated Financial Planning or have started studying for exams
• You will have experience of using Salesforce, Voyant and FE Analytics
• You have exceptional communication skills - both verbal and written
• An excellent eye for detail and good IT skills
• Strong problem-solving skills
• You are a self-starter and able to work with little or no supervision
• You can manage your time effectively with the ability to multi-task
• You will have contact with clients, and it is essential that you are confident in dealing with 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.

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