Personal Assistant

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

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.