Senior Administrator / Personal Assistant

You will be working closely with the Partner and offering support as required. As this is a small family practice, the role will include an element of general administration alongside the PA and client servicing duties and you will be comfortable in providing end to end support.,

• Effective management of incoming communication, including post, emails, answering calls and handling queries professionally.
• Overseeing client servicing and ongoing advice processes ensuring clients are reviewed on schedule and that their advice and servicing needs are met across the year.
• Managing the Advisors diaries and booking in client meetings and reviews.
• Maintaining records of meetings and CRM to ensure compliance.
• Assisting the paraplanning team as required.
• Gathering and collating information on behalf of clients, paraplanners and Advisors.
• Providing high - level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise.
  
  An excellent opportunity has arisen for a professional and adaptable Senior Administrator / Personal Assistant to work for a Partner within a St. James s Place Principal Partner Practice in Bristol., You will have been working in Financial Services, ideally for a SJP Partner Practice for several years and have good all-round knowledge which you are looking to expand and develop
• Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts and to deliver the highest level of client service.
• Excellent team working skills with the ability to work collaboratively and co-operatively with colleagues
• Ability to work under pressure, to tight deadlines and a flexible, pro-active approach to work including the ability to prioritise and re-prioritise to achieve successful outcomes
• Ability to apply processes rigorously and meticulously to promote effective and efficient working
• Assertive and confident manner, particularly on the telephone
• Excellent numeracy and literacy skills
• Excellent IT skills including working knowledge of Microsoft Office Word, Excel and Outlook
• Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times
  
  St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 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 £216.94bn. 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.