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

Burgh Recruitment Ltd (Financial Services)

Verified Company

Romsey, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Administrative Assistant

Location:
Romsey

Salary:
£16 per hour for 15 hours per week, on a self-employed basis

Enthusiastic Administrative Assistant. Could you fulfil a vital support function within a busy office?
You will be working as part of an Appointed Representative's Practice of St. James's Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.

The Rewards:

Collaborative working environment
The chance to extend your skills and experience

The company fosters a professional and innovative environment where we deliver an unrivalled level of service to clients.

The Role:
Administrative Assistant

You will deal with a wide variety of administrative tasks supporting the Proprietor of the Practice
You will manage and collate key data for reports and portfolio reviews
Dealing with enquires and correspondence from clients and providers
Managing the database of clients and diary management for the Partner and Advisors
You will be processing new business and liaising with SJP admin teams
Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.

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

Proven work experience as an Administrator or 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.

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.

This business is well established and highly successful.