Financial Services PA | Client Ops & Salesforce Pro

St. James's Place Wealth Management; Ightham; On-site; GBP 22,000 - 36,000; Full time

Benefits offered by this job

Discretionary bonus

Benefits

Job summary

St. James's Place Wealth Management, Sevenoaks-based Partner Practice, is seeking a professional Personal Assistant to support the Practice Principle and the Financial Planners in all client and business operations. The role offers office-based, full-time hours and a competitive salary with benefits.

You will manage end-to-end processes, maintain accurate systems (including Salesforce), and provide a high level of service while collaborating with the Practice Manager and fellow PAs.

Qualifications

• Proven Personal Assistant experience.
• Excellent communication skills, both verbal and written.
• Highly organised with strong attention to detail.
• Experience with Microsoft Office and client management systems.
• Discretion, professionalism and ability to handle third parties.
• Financial services or professional environment experience is a plus.

Responsibilities

• Ensure end-to-end business and client processes are followed and tracked.
• Liaise with clients and third parties with high service standards.
• Be a first point of contact for client administrative queries.
• Utilise systems and processes with high attention to detail.
• Keep Salesforce up-to-date and accurate.
• Work with the Practice Manager and provide cover for others as needed.
• Complete required compliance and personal development training.

Skills

Personal Assistant experience

Excellent communication skills

Excellent organisation

Problem-solving

Discretion

Self-starter

Client liaison

Interpersonal skills

Tools

Microsoft Office (Outlook, Word, Excel)

Client Management systems

Salesforce

Job description

St. James's Place Wealth Management, Sevenoaks-based Partner Practice, is seeking a professional Personal Assistant to support the Practice Principle and the Financial Planners in all client and business operations. The role offers office-based, full-time hours and a competitive salary with benefits.

You will manage end-to-end processes, maintain accurate systems (including Salesforce), and provide a high level of service while collaborating with the Practice Manager and fellow PAs.