Personal Assistant
Location: Burton-upon-Trent
Salary: Up to £30,000 (DoE)
Hours: Full-time
Working as part of the team at an Appointed Representative of St. James's Place Plc.
An excellent opportunity has arisen for a professional and adaptable Personal Assistant to work for a Partner within a St. James's Place Partner Practice. You will be managing the work generated by the Partner and offering support as required.
The Role: Personal Assistant
Working closely with the Partner your responsibilites will include:
- Diary management
- Arranging appointments
- Client communications by telephone and email
- Preparing letters, presentations and reports
- Ordering stationery
- Managing office budgets
- Assisting the Partner with marketing administration
- Preparing all documentation for the Partner's meetings
- Ensuring client information is recorded accurately
- Dealing with third parties on a daily basis
- Managing the pipeline of business through the Practice.
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 have exceptional communication skills - both verbal and written
- It would be useful, but not essential, to have worked in a Financial Services or professional service environment or have a financial background.
- An excellent eye for detail and good IT skills
- Strong 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
- 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.
St. James's Place plc (SJP) is a leading, a highly regarded FTSE 250 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 £181.9bn. 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.
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