Personal Assistant / Executive Assistant

Burgh Recruitment Ltd (Financial Services); Ashby-de-la-Zouch; On-site; GBP 32,000 - 46,000; Full time

Job summary

LH Financial Planning Ltd, an Appointed Representative of St. James’s Place Wealth Management Plc, is seeking a Personal Assistant / Executive Assistant to support the Partner from Ashby de la Zouch. The role is office-based with a focus on maximizing client-facing time, business development, and strategic growth.

You will manage complex diaries, client relationships, and collaboration with paraplanning and admin teams to ensure efficient operations and proactive client service.

Qualifications

• Previous experience in a PA, EA or senior office support role.
• Knowledge and experience of financial services, ideally within an IFA or wealth management practice.
• Experience within the St. James's Place Partnership, with knowledge of SJP processes and systems (highly desirable).
• Exceptional stakeholder management skills.
• Advanced diary and inbox management capabilities.
• Knowledge of relevant FCA regulation (desirable).
• Experience of setting up and maintaining systems, processes and procedures.
• Experience of client management systems such as Salesforce (desirable).

Responsibilities

• Provide high-level executive support to the Partner, enabling maximised client-facing time and growth.
• Oversee diary and inbox management and coordinate client relationships.
• Support business planning activities and ensure smooth operation of the Partner's practice.
• Own client meeting preparation and follow-ups, collaborating with paraplanning and admin teams.

Skills

Diary management

Inbox management

Client relationships

Microsoft Office

Communication skills

Stakeholder management

Education

Experience as PA/EA

Tools

Salesforce

Job description

Personal Assistant / Executive Assistant

Location: Ashby De La Zouch, Leicestershire (office-based)

Salary: Highly competitive

Working as part of the team at LH Financial Planning Ltd who are an Appointed Representative of St. James’s Place Plc.

The Opportunity:

A new opportunity has arisen for a Personal Assistant / Executive Assistant to support the Partner of LH Financial Planning Ltd, a highly successful Appointed Representative of St. James's Place Wealth Management Plc. The practice has experienced year on year growth since it was established in 2009. This role offers the opportunity to work directly alongside the Partner of a highly successful and growing practice where no two days are the same.

The Role - Personal Assistant / Executive Assistant

To provide high-level executive support to the Partner, enabling them to maximise client-facing time, business development activity and strategic growth. You will oversee diary and inbox management, coordinate key client relationships, support business planning activities and ensure the smooth operation of the Partner's practice. You will own client meeting preparation and follow-ups, working closely with the paraplanning and administration teams, you will be at the centre of how the practice operates.

The Person - Personal Assistant / Executive Assistant

You will have previous experience in a PA, EA or senior office support role, along with knowledge and experience of financial services, ideally within an IFA or wealth management practice. Experience within the St. James's Place Partnership and knowledge of SJP processes and systems would be a real advantage, as would knowledge of relevant FCA regulation and client management systems such as Salesforce. You will be highly organised, with advanced diary and inbox management skills and strong attention to detail. You will be confident and personable with clients, able to build rapport quickly face to face and on the phone, and able to stay calm and prioritise when faced with conflicting demands. As you will be handling confidential client information, it is essential you can work with total discretion.

Experience - Personal Assistant / Executive Assistant

• Previous experience in an EA, PA or senior office support role
• Knowledge and experience of financial services, ideally within an IFA or wealth management practice
• Experience within the St. James's Place Partnership, with knowledge of SJP processes and systems (highly desirable)
• Exceptional stakeholder management skills
• Advanced diary and inbox management capabilities
• Knowledge of relevant FCA regulation (desirable)
• Experience of setting up and maintaining systems, processes and procedures
• Experience of client management systems such as Salesforce (desirable).

Skills and behaviours:

• Excellent face-to-face and telephone client interaction skills and the ability to build rapport swiftly
• Excellent written communication skills
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
• Highly organised, with strong attention to detail
• Manages time effectively with the ability to multi-task
• Keeps calm when faced with conflicting demands and handles these effectively
• Confident in dealing with third parties and can work with total discretion
• Demonstrates a professional, proactive and positive attitude
• Works well on own tasks as well as on shared goals as part of a team
• Open to change with a creative approach to problem solving.

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.

SJP has funds under management in excess of £242.44bn. This business is well established and highly successful.

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.