Personal Assistant

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

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

• 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 Cole Financial 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.