Office-Based PA to Finance Partners | Growth & Training

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

Benefits offered by this job

Discretionary bonus

Job summary

St. James's Place Wealth Management in Sevenoaks is seeking a professional Personal Assistant to support the Practice Principle and Financial Planners in client and business operations.

This full-time, office-based role requires high standards of service and adherence to regulatory processes. You will maintain Salesforce, liaise with clients and third parties, and work with the Practice Manager to resolve issues and guide other staff.

Qualifications

• Reliable with proven PA experience.
• Excellent verbal and written communication.
• Excellent organisation and attention to detail.
• Experience with Microsoft Office and client management systems.

Responsibilities

• Ensure end-to-end business and client processes are tracked efficiently.
• Liaise with clients and third parties with high levels of customer service.
• Act as first contact for client administrative queries.
• Maintain up-to-date Salesforce records.
• Collaborate with Practice Manager and other PAs; cover for manager.
• Complete mandatory compliance and personal development training.

Skills

PA experience

Communication skills

Organisational skills

MS Office

Client handling

Discretion

Salesforce

Tools

Salesforce

Job description

St. James's Place Wealth Management in Sevenoaks is seeking a professional Personal Assistant to support the Practice Principle and Financial Planners in client and business operations.

This full-time, office-based role requires high standards of service and adherence to regulatory processes. You will maintain Salesforce, liaise with clients and third parties, and work with the Practice Manager to resolve issues and guide other staff.