Are you looking for a Job in Senior Administrator/Personal Assistant Field then this post may be relevant to you.
Job Details:
Company name : Burgh Recruitment Ltd (working with The St. James’s Place Partnership)
Position Name : Senior Administrator/Personal Assistant
Location: Cirencester
Job ID : 65a5e57484fc3715
Description : Senior Administrator
Location: Cirencester
Salary: Highly Competitive with excellent benefits and a fantastic workplace envrionment
Working as part of the team who are an Appointed Representative of St. James’s Place Wealth Management Plc.
An excellent opportunity has arisen for a professional Senior Administrator to work in a busy and growin Practice in the Cotswolds.
You will be part of a fast paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful. You will be employed by the Practice.
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.
The Role: Senior Administrator/Personal Assistant
You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice
You will be a point of contact for clients and third parties dealing with general enquiries
You will be responsible for business submission using bespoke software
You will need to ensure that business obtained is being processed in a timely way
Due to the nature of the business, tasks must be completed within a timely manner
You will be expected to have the knowledge to undertake this role, but training can be given in some areas and you will have the opportunity to progress within the SJP Accreditation framework
Please be aware of the following career development opportunities: The company will support you to train in any complimentary areas such as paraplanning or advising and will pay for exams to help you reach your personal goals
The Person: Senior Administrator
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 will have been working in Financial Services for several years and have good all round knowledge which you are looking to expand and develop
Alternatively you will have been working for several years in a personal or executive assistant role
You have excellent IT and communication skills, are highly organised and can make decisions
Ideally, you have used the CRM Salesforce or have experience of another CRM
You are a self starter and able to work with little or no supervision
It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion
A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be an advantage but is not essential
We will consider more junior candidates or candidates with no financial services experience but you must have strong general office experience in a support role and Personal Assistant work.
If you are looking to join a company that supports personal development, offers flexibility on working hours and working from home but provides a fun office in the heart of the countryside within which to develop your role as a key support specialist in an industry that will offer you real progression, please apply, this could be the role for you!
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.
Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice.
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