Personal Assistant

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 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.

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