Executive Assistant to Partner – Wealth Management

St. James's Place Wealth Management; Ashby-de-la-Zouch; On-site; GBP 32,000 - 46,000; Full time

Job summary

LH Financial Planning Ltd, an appointed representative of St. James's Place Wealth Management plc, seeks a Personal Assistant / Executive Assistant to support the Partner.

You will manage diaries, inboxes and client relationships while enabling business planning and growth, working closely with paraplanning and administration teams. This office-based role in Ashby De La Zouch offers exposure to a growing practice and interaction with a high-net-worth client base within the St.

Qualifications

• EA/PA or senior office support experience is essential.
• Experience in financial services, ideally wealth management or IFA.
• Familiarity with SJP processes is highly desirable.
• Strong stakeholder handling, diary/inbox management and discretion.

Responsibilities

• Provide high-level executive support to the Partner to maximise client time.
• Oversee diary and inbox management and coordinate client relationships.
• Support business planning activities and ensure smooth operation of the practice.
• Prepare client meetings and follow-ups, collaborating with paraplanning and admin teams.
• Maintain systems, processes and procedures with attention to confidentiality.

Skills

Diary management

Inbox management

Client relationships

Microsoft Office

Communication skills

Stakeholder management

Discretion

Problem solving

FCA knowledge

Tools

Salesforce

Job description

LH Financial Planning Ltd, an appointed representative of St. James's Place Wealth Management plc, seeks a Personal Assistant / Executive Assistant to support the Partner.

You will manage diaries, inboxes and client relationships while enabling business planning and growth, working closely with paraplanning and administration teams. This office-based role in Ashby De La Zouch offers exposure to a growing practice and interaction with a high-net-worth client base within the St.