Personal Assistant

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

Personal Assistant

Location: Sevenoaks, TN15

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.