Advisor Assistant - Cheltenham, United Kingdom - Burgh Recruitment Ltd (Financial Services)
Description
Advisor Assistant
Location:
Cheltenham - City Centre (GL50)
Salary:
Highly competitive with potential for 10% annual bonus, plus income protection, critical illness, and death in service employee benefits
Hours:
Full time, Office based - 9.00am - 5.00pm
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 Advisor Assistant to work for a Partner within a St.
You will be managing the work generated by the Partner and offering support as required in this people centric business.
The Role:
You will be working with the Partner, providing support in all aspects of office administration including:
- Diary management
- Arranging appointments
- Preparing letters, presentations, and reports
- 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
You will have an initial period of training to learn new processes and skills, which will provide you with a solid foundation for a career within a Financial Services Practice.
There is also opportunity to progress within the SJP Accreditation framework as well as professional qualifications.
The Person:
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.
- It would be useful, but not essential, to have worked in a Financial Services or professional service environment or have a financial background with some relevant qualifications.
- You have exceptional communication skills both verbal and written
- You have an excellent eye for detail and good IT skills
- You will need strong problemsolving skills, be a real selfstarter 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
James's Place 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.
SJP has funds under management in excess of £168.2bn. This business Is well established and highly successful.More jobs from Burgh Recruitment Ltd (Financial Services)
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