Executive Personal Assistant to a Financial Services Practice

Burgh Recruitment; Borough Green; On-site; GBP 32,000 - 40,000; Full time

Job summary

St. James’s Place plc (SJP) is seeking a professional Personal Assistant to support the Practice Principle and allocated Financial Planners in all client and business operations.

You will handle end-to-end processes, maintain Salesforce, liaise with clients and third parties, and contribute to compliance training within a collaborative, office-based team. An initial training period will provide a solid foundation for a career within a Financial Services Practice with opportunities for

Qualifications

• You are reliable with proven relevant Personal Assistant experience.
• You have exceptional communication skills - both verbal and written.
• Excellent organisation skills with attention to detail.
• Experience of Microsoft Office (Outlook, Word, Excel) & Client Management systems
• Keeps calm under pressure with strong problem-solving skills.
• You are a self-starter and able to work with little supervision.
• You are confident in dealing with third parties and can work with total discretion.
• It would be useful, but not essential, to have worked in a Financial Services or professional service environment or have a financial background.

Responsibilities

• Ensuring end-to-end business and client processes are adhered to and tracked efficiently in line with the practice, SJP and regulatory standards
• Liaison with clients and third parties in relation to the practice activities with the highest standards of customer service
• Acting as one of the first points of contact for client administrative queries
• Utilising all systems and processes effectively with high levels of attention to detail
• Keeping Salesforce up-to-date and maintained accurately
• Liaison with the Practice Manager for day-to-day guidance, trouble shooting and resolving client issues
• Working as a team with the other PA's, providing cover for the Practice Manager and guidance to Practice Administrators, as needed
• Completion of all required training for compliance and personal development

Skills

Personal Assistant experience

Communication skills

Organisation

Microsoft Office

Client management systems

Calm under pressure

Self-starter

Discretion

Financial services background

Tools

Microsoft Office Suite

Job description

St. James’s Place plc (SJP) is seeking a professional Personal Assistant to support the Practice Principle and allocated Financial Planners in all client and business operations.

You will handle end-to-end processes, maintain Salesforce, liaise with clients and third parties, and contribute to compliance training within a collaborative, office-based team. An initial training period will provide a solid foundation for a career within a Financial Services Practice with opportunities for