PA/Practice Administrator
1 month ago
PA / Practice Administrator - Wealth Management
Location: Working from Home
Hours: Full Time
Salary: Up to £35,000 depending on experience
Are you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload?
You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The company provides bespoke financial advice and services to a wide range of clients.
Your role will be to manage all the day-to-day operations of the business, including:
* Managing appointments and client review meetings, and responding to client emails and managing the CRM system (Salesforce)
* Preparing for Client Financial Reviews and preparing relevant Illustrations and meeting packs
* Issuing and following up on Letters of Authority with clients and third parties
* Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
* You will be managing and collating key data for reports and reviews
* Dealing with enquiries on behalf of the Advisor, always focussing on providing excellent levels of service to Clients
* You will be processing new business and liaising with SJP admin teams
* There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
To be the perfect candidate for this role you will need:
* Proven work experience as an Administrator within Wealth Management, preferably at a St. James's Place Practice or from an IFA setting
* 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
* The adaptability and resourcefulness to work remotely
* 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, a highly regarded FTSE 250 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 £184.4bn.
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
-
PA / Practice Administrator - Wealth Management
1 month ago
London, United Kingdom CV-Library Full timePA / Practice Administrator - Wealth Management Location: Working from Home Hours: Full Time Salary: Up to £35,000 depending on experience Are you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload? You will be working as part of the team at a highly...
-
PA / Practice Administrator - Wealth Management
4 weeks ago
London, United Kingdom St. James's Place Wealth Management Full timePA / Practice Administrator - Wealth ManagementLocation: Working from HomeHours: Full TimeSalary: Up to £35,000 depending on experienceAre you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload?You will be working as part of the team at a highly respected...
-
Senior Administrator
5 months ago
London, United Kingdom PA Training Full time**About us.** PA Training is a leading centre for journalism, communications, media, and content training. At PA Training we teach what we know best: news and news-based communication[VF1], writing and editing, and digital storytelling across multiple platforms. We help organisations from the media industries and beyond to develop their people to their...
-
Administrator
5 months ago
London, United Kingdom PA Training Full time**About us.** PA Training is a leading centre for journalism, communications, media, and content training. At PA Training we teach what we know best: news and news-based communication, writing and editing, and digital storytelling across multiple platforms. We help organisations from the media industries and beyond to develop their people to their full...
-
PA Support Administrator
3 weeks ago
Central London, United Kingdom Law Support Limited Full timeAbout the RoleAn exciting opportunity has arisen for a skilled PA Support Administrator to join our team at Law Support Limited. This is a permanent role that offers an attractive salary of up to £50,000 per annum.Job DescriptionThe successful candidate will provide administrative support across multiple practices, covering various secretarial and PA...
-
Administrator/receptionist/pa
5 months ago
London, United Kingdom Fairman Harris Full timeAn opportunity has arisen to join our busy accounting practice as a receptionist/administrator. The role involves basic administrative duties including - Greeting clients - Answering the phone - Sorting the post - Filing - Managing flow of client information - Engaging new clients - Assisting with mailshots/general administration - Liasing with HMRC on...
-
PA/Lettings Administrator
2 weeks ago
London, United Kingdom Fame Recruitment Full timeJob Description A highly regarded property management company located in North London are recruiting for a PA/Lettings Administrator to join their team. This role will involve working closely with the Director providing PA support as well as assisting in lettings administration. Working as part of a successful, professional and friendly team, this role will...
-
PA/Lettings Administrator
2 weeks ago
London,, UK, United Kingdom Fame Recruitment Full timeA highly regarded property management company located in North London are recruiting for a PA/Lettings Administrator to join their team. This role will involve working closely with the Director providing PA support as well as assisting in lettings administration.Working as part of a successful, professional and friendly team, this role will be ideal for a...
-
PA/Lettings Administrator
2 weeks ago
London, United Kingdom Fame Recruitment Full timeA highly regarded property management company located in North London are recruiting for a PA/Lettings Administrator to join their team. This role will involve working closely with the Director providing PA support as well as assisting in lettings administration.Working as part of a successful, professional and friendly team, this role will be ideal for a...
-
PA/Lettings Administrator
2 weeks ago
London, United Kingdom Fame Recruitment Full timeA highly regarded property management company located in North London are recruiting for a PA/Lettings Administrator to join their team. This role will involve working closely with the Director providing PA support as well as assisting in lettings administration.Working as part of a successful, professional and friendly team, this role will be ideal for a...
-
Physician Associate
6 months ago
London, United Kingdom MILLWAY MEDICAL PRACTICE Full time**PRIMARY DUTIES & AREAS OF RESPONSIBILITY Clinical**: The post holder will under appropriate supervision: Participate in all treatment and preventative healthcare services in the Practice as delegated and agreed by the supervising GP(s). Provide first point of contact for patients presenting with undifferentiated, undiagnosed problems, utilising history...
-
Practice Administrator
5 months ago
London, United Kingdom The Wapping Group Practice Full timeOffice Management Coordinate scheduling of appointments, meetings, and conferences. Dealing with administrative queries received from clinical & non-clinical staff. Stock taking and ordering medical and office supplies. Ensure the availability of necessary supplies and equipment. Resolve office-related and clinical room malfunctions and respond to requests...
-
Office Administrator
6 months ago
London, United Kingdom Centre People Appointments Ltd. Full timeTY45128 TYPE: Permanent, full-time WORKING HOURS: 9:00-17:00 from Monday to Friday SALARY: £27- 30K, some flexibility depending on the experience START: ASAP LOCATION: London City (Hybrid working is possible, but you will need to be in the office on specific designated days for teambuilding and communication purposes) OFFICE ADMINISTRATOR & PA MAIN...
-
Pa / Office Administrator
6 months ago
East London, United Kingdom Hireonline Full time**PA / Office Administrator - Luxury brand** - London, West End - £29,000 to £30,000 + Benefits We are looking for an experienced PA to join this exciting luxury brand, providing PA support to their dynamic team. Based in the heart of the West End. This is an important hire within the business with great potential to develop the role and make it your...
-
Pa/administrative Assistant
6 months ago
London, United Kingdom Klein Hamilton Executive Search Full time**PA/Administrative Assistant | Middlesex | Full Time/Part Time | £34,000-£38,000 P.A.** **PA/Administrative Assistant** A long-established and leading family-run UK manufacturer of Thermoforming and Blister packaging machinery with over 60 years of experience is now looking for a PA/Administrative Assistant to join their team. With over 70 models in...
-
Pa / Office Administrator
5 months ago
London, United Kingdom Hireonline Full time**PA/Office Administrator - West End luxury brand** **£29,000 to £30,000 + Benefits** We are looking for an experienced PA to join this exciting luxury brand, providing PA support to their dynamic team. Based in the heart of the West End. This is an important hire within the business with great potential to develop the role and make it your own. So if...
-
Junior Private PA to HNW Couple
3 weeks ago
London, United Kingdom PA Gold Full timeJunior Private PA to HNW couple Location London SW3 Office based - 5 days per week#Position Overview:We are seeking a dynamic and resourceful junior private PA ( ideally 2nd jibber) with at least 2 years experience to provide comprehensive support in a private family office setting. This role involves working closely with the Executive Assistant...
-
Administration Assistant/pa
6 months ago
London, United Kingdom Maxwell Richards Full time**Full Time** **Office based in Paddington** **PA/ Admin for CEO / Founder UHNW individual** **Start date: Immediate**: **Interview: ASAP** **Office based role, hybrid working unavailable** Ability to drive would be a bonus.** **Responsibilities**: - Assist with data entry and maintaining accurate records - Organise and maintain physical and digital...
-
Medical Practice Administrator
4 weeks ago
London, Greater London, United Kingdom Connaught Square Practice Full timeJob summary Our Medical Secretary and Clinical Administrator is a vital role within our team at Connaught Square Practice. The successful candidate will be responsible for providing administrative support to our clinical team, ensuring the smooth day-to-day running of the practice, and promoting efficiency in our work place. Main duties of the job ...
-
Personal Assistant
6 months ago
London, United Kingdom PA Full time**Company Overview** IGG is a dynamic, award-winning professional trustee company offering pragmatic, collaborative and professional trustee services to pension schemes throughout the country. We support trustees and sponsors to manage their schemes in an increasingly challenging regulatory environment. The 200+ strong team is made up of professionals who...