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.

1 St. James’s Place Wealth Management jobs in England & Wales