Administrative Assistant
Location: Exeter (EX2)
Salary: £27,000 - £30,000 + Private Medical Insurance and Company pension scheme
Hours - Full-time / In office
Are you an enthusiastic Administrative Assistant ready for your next role? Could you fulfil a vital support function within a busy office?
Working as part of the team this is an outstanding opportunity within a highly successful SJP Partner Practice.
The Practice provide financial advice to their clients on a wide range of products including Pensions, Investments, Tax Planning and Protection.
The Practice represents a FTSE 100 brand and has seen its success grow by offering quality, face-to-face wealth management advice and a commitment to building trusted and enduring relationships with its clients.
The team pride themselves in providing an exceptional service to their clients and this role represents an exciting opportunity to contribute positively to both the client experience and the overall success of the business.
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.
The Role: Administrative Assistant
-
-
You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
-
You will manage and collate key data for reports and portfolio reviews
-
Dealing with enquiries 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 if required, 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 within an office support role. Financial Services experience is advantageous 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.
If this role sounds like a good fit for you, we'd love to hear from you. The application process is straightforward, and we personally review every application.
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.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment
