Personal Assistant

Location:
Borehamwood

Salary:
Highly competitive Hours: 20 hours per week An excellent opportunity has arisen for a professional and adaptable Personal Assistant to work for a Partner within St. James's Place Wealth Management St. James's Place Wealth Management 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. You will be employed by the Practice. The Role - Personal Assistant You will be working with the Partner in all aspects of office management including: Diary management Arranging appointments Client communications by telephone and email Preparing letters, presentations and reports Ordering stationery Managing office budgets Assisting the Partner with marketing administration Preparing all documentation for the Partner's meetings Ensuring client information is recorded accurately Dealing with third parties on a daily basis Managing the pipeline of business through the Practice Preparing handover to external Paraplanner 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 a Financial Services Practice and you will have the opportunity to progress within the SJP Accreditation framework. The Person - Personal Assistant This is an interesting and challenging role that would suit a confident, numerate, highly organised and professional individual who enjoys using their initiative and who has a 'can do' working style. You have exceptional communication skills - both verbal and written An excellent eye for detail and good IT skills Strong problem solving skills You are a self-starter and able to work with little or no supervision You are reliable with proven office management, administrative or personal assistant experience You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion. It is essential that you have worked in Financial Services. 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. To apply for this role, you must follow the link from this advert to Burgh Recruitment's site and ensure your CV is uploaded at this point. Burgh Recruitment are managing the process and your CV will, unfortunately, not reach this St. James's Place Partner Practice if you do not follow this procedure.