Personal Assistant - Financial Services (Part Time)

Sleight Wealth Management Limited; Cramlington; On-site; GBP 26,000 - 34,000; Full time

Job summary

Sleight Wealth Management Limited is seeking an organised, client-focused Personal Assistant to support a team within a St. James’s Place Appointed Representative practice in the UK.

You will handle front-desk duties, client communications and a range of admin tasks to assist Advisers and the wider Practice. The role requires excellent organization, professional communication, and discretion with confidential information.

Qualifications

• Client-focused with excellent face-to-face and telephone communication skills.
• Highly organised with the ability to manage multiple tasks, prioritise effectively and meet deadlines.
• Detail-oriented with strong written communication and focus on accuracy.
• Experience in an office support or personal assistant role within Financial Services.
• Ideally experienced within an SJP or IFA practice.
• Proficient in Microsoft Office; Salesforce experience would be advantageous.
• Professional and discreet when dealing with confidential client information.

Responsibilities

• Acting as the first point of contact for clients, both in person and by telephone, with professional responses to queries.
• Full reception duties, including welcoming clients and preparing meeting rooms for client visits.
• Providing high-quality administrative support to Advisers and the wider Practice while maintaining client service standards.
• Preparing accurate and professional client meeting packs and ensuring documentation is available for Advisers ahead of meetings.
• Processing new business and liaising with St. James’s Place administration teams.
• Preparing and sending client correspondence and information requests.
• Managing end-to-end client and business processes in line with Practice, St. James’s Place and regulatory requirements.
• Maintaining accurate client records and using Practice systems and processes.
• Managing incoming and outgoing post and supporting the wider Practice with general administrative requirements.

Skills

Client-focused

Organisation

Multi-tasking

Attention to detail

Strong communication

Discretion

Experience in Financial Services

Relationship building

Tools

Microsoft Office (Outlook/Word/Excel)

Salesforce

Job description

Are you an organised, client-focused Personal Assistant looking for your next opportunity within a highly respected St. James’s Place Appointed Representative?

We are looking for an experienced and proactive Financial Services Personal Assistant to join our team. This role is more than just manning the front desk and answering the phone. You will be helping with other administrative tasks for the team, which makes this an interesting and varied position and will appeal to someone with a “can do” attitude.

The Role

Specifically, your role will involve:

• Acting as the first point of contact for clients, both in person and by telephone, responding to administrative queries professionally and efficiently.
• Full reception duties, including welcoming clients and preparing meeting rooms for client visits
• Providing high-quality administrative support to Advisers and the wider Practice while maintaining excellent standards of client service.
• Preparing accurate and professional client meeting packs, ensuring all relevant documentation and information is available for Advisers ahead of meetings.
• Processing new business and liaising with St. James’s Place administration teams.
• Preparing and sending client correspondence and requests for information.
• Managing and tracking end-to-end client and business processes, ensuring they are completed efficiently and in line with Practice, St. James’s Place and regulatory requirements.
• Maintaining accurate client records and effectively utilising Practice systems and processes.
• Managing incoming and outgoing post
• Supporting the wider Practice with general administrative requirements as needed.

Full training on telephone and computer systems will be given.

About You

We are looking for someone who is:

• Client-focused with excellent face-to-face and telephone communication skills and the ability to build rapport quickly.
• Highly organised with the ability to manage multiple tasks, prioritise effectively and work to agreed deadlines.
• Detail-oriented with excellent written communication and a strong focus on accuracy.
• Experienced in an office support or personal assistant role within Financial Services.
• Ideally experienced within an SJP or IFA practice
• Confident using Microsoft Office, particularly Outlook, Word and Excel.
• Experience with Salesforce would be advantageous.
• Professional and discreet when dealing with confidential client information.
• Comfortable communicating with clients, colleagues, providers and other third parties.

Why Join Us?

This is an excellent opportunity to join a professional and client-focused Practice where you will play a key role in supporting both our Advisers and clients, while developing your career within Financial Services.

If you are organised, personable and have a genuine interest in delivering excellent client service, we would love to hear from you.