Personal Assistant

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

Salary: Up to £36,000 per annum plus benefits and discretionary bonus

Hours: Full time - Office based.

An excellent opportunity has arisen for a professional PA to join the growing team at a Partner Practice of St. James’s Place (SJP).

This role will support the Practice Principle and allocated Financial Planners in all aspects of client and business operations.

The Role: Personal Assistant

You will be working with the Financial Planners and the Practice Manager with a range of responsibilities including:

• 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

You will have an initial period of training to learn the practice processes and skills which will provide you with a solid foundation for a career within a Financial Services Practice and you will have the opportunity to progress within the SJP Accreditation and Development framework.

The Person: Personal Assistant

This is an interesting and challenging role that would suit a confident, numerate, highly organised, and professional individual who enjoys using their initiative and who has a ‘can do’ working style.

• 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.

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

The practice is well established and highly successfully Partner Practice of SJP.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. All candidates must currently have the right to work in the UK.