Personal Assistant

Location: Outskirts of Cirencester

Salary: Negotiable dependence on experience

Hours: Full time with flexible working available

Working as part of the team at an Appointed Representative of St. James’s Place Wealth Management

An excellent opportunity has arisen for a professional and adaptable Personal Assistant to work for a Partner within a St. James’s Place Wealth Management - Partner Practice which is based outside Cirencester. You will be managing the work generated by the Partner and offering support as required.

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. You will be employed by the Practice.

The Role – Personal Assistant

You will be working with the Partner in all aspects of office management including: diary management, arranging appointments, client communications by telephone and email, preparing letters, presentations and reports, ordering stationery, managing office budgets and assisting the Partner with marketing administration.

You will be preparing all documentation for the Partner’s meetings, and will need to ensure that client information is recorded accurately. You will be dealing with third parties on a daily basis and you will be managing the pipeline of business through the Practice. You will have an initial period of training to learn new processes and skills which would provide you with a solid foundation for a career within a Financial Services Practice.

The Person – Personal Assistant

This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a ‘can do’ working style.

You have exceptional communication skills and are highly organised with an excellent eye for detail. You will have strong written and problem solving skills. You are a self starter and able to work with little or no supervision. You are reliable with proven office management, administrative or personal assistant experience and good IT skills.

You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion. A willingness to learn new skills as well as the technical aspects involved in the industry and paraplanning is essential.

It would be useful, but not essential, to have worked in a Financial Services or professional service environment or have a financial background.

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

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