Financial Services PA | Client Ops & Salesforce Pro

St. James's Place Wealth Management; Sevenoaks; On-site; GBP 32,000 - 40,000; Full time

Benefits offered by this job

Discretionary bonus

Benefits package

Job summary

St. James's Place Wealth Management is recruiting a professional Personal Assistant to join a Partner Practice in Sevenoaks. The role supports the Practice Principle and allocated Financial Planners in client and business operations, in a full-time, office-based environment.

You will manage end-to-end processes, liaise with clients and third parties, and maintain accurate systems and records, including Salesforce. Training and progression within the SJP Accreditation framework are offered.

Qualifications

• Professional Personal Assistant experience is essential.
• Excellent verbal and written communication skills are required.
• Strong organisation skills with attention to detail are needed.
• Experience with Microsoft Office suite and client management systems is expected.
• Keeps calm under pressure with strong problem-solving abilities.
• Self-starter who can work with minimal supervision and discretion.

Responsibilities

• Ensure end-to-end business and client processes are followed and tracked per standards.
• Liaise with clients and third parties with high levels of customer service.
• Act as first point of contact for client administrative queries.
• Utilise systems with high accuracy and attention to detail.
• Maintain Salesforce records accurately and up-to-date.
• Collaborate with the Practice Manager and other PAs to cover duties as needed.
• Complete required compliance and development training.

Skills

Personal Assistant experience

Communication skills

Organisation

Microsoft Office

Discretion

Problem-solving

Self-starter

Team collaboration

Tools

Microsoft Office (Outlook, Word, Excel)

Job description

St. James's Place Wealth Management is recruiting a professional Personal Assistant to join a Partner Practice in Sevenoaks. The role supports the Practice Principle and allocated Financial Planners in client and business operations, in a full-time, office-based environment.

You will manage end-to-end processes, liaise with clients and third parties, and maintain accurate systems and records, including Salesforce. Training and progression within the SJP Accreditation framework are offered.