Administrative Assistant - Rochester, United Kingdom - Burgh Recruitment Ltd (Financial Services)

Burgh Recruitment Ltd (Financial Services)

Verified Company

Rochester, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Administrative Assistant

Location:
Rochester, Kent

Salary:
£24,000 + monthly bonus

Hours:
full-time, in delightful offices in a semi-rural location

Are you an enthusiastic Administrative Assistant eager for your next role?

Could you fulfil a vital support function within a busy office?

You will be working as part of the team at a highly respected Senior Partner Practice and Appointed Representative of St.

James's Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.

An excellent opportunity has arisen for a professional and adaptable Administrative Assistant to work with 2 Financial Advisers of this St.

James's Place Wealth Management - Partner Practice.
You will be managing the work generated by the Advisers and offering support as required.

The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.

The Role:
Administrative Assistant

Managing diaries and organising meetings and appointments as required
Reminding the advisers of important tasks and deadlines
Dealing with correspondence and phone calls
Dealing with client queries and actioning service requirements as required
Managing the database of clients allocated to the advisers
Processing advice business cases and following the guidelines and procedures
Organising and Processing new business as required

The Person:
Administrative Assistant
To be considered for this role you will need:

Proven work experience as an Administrator within an office support role. Financial Services experience is useful but not essential
Excellent customer service and the ability to build rapport and manage client relationships
Strong attention to detail and be able to problem solve and think on your feet
Good time management and planning skills
Strong working knowledge of Excel, Word, and other Microsoft Office Programs
It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion

The Rewards:

Collaborative working environment
The chance to extend your skills and experience
Joining a motivated team that works hard to make a success of this Practice.

You have an initial period of training to learn new processes and skills which would provide you with a solid foundation for a career within this Financial Services Practice and you will have the opportunity to progress within the SJP Accreditation framework.

St.

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 £142.3bn.
This business is well established and highly successful.