Pa to Directors

2 weeks ago

Ipswich, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

**PA to Directors**

**Location: Ipswich**

**Salary: £30,000 per annum**

**Hours: Monday - Friday 9am - 5pm**

**Working as part of the team at an Appointed Representative of St. James’s Place Plc.**

An excellent opportunity has arisen to work as part of the team as a PA to the Directors at a highly respected Appointed Representative of St. James’s Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.
The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.
This is a new role due to growth and success of the business, and is primarily office based, but some agile working can be supported.

**The Role: PA to Directors**

You will be working as a PA to support the Financial Advisors / Directors.
The responsibilities will include:

- Dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
- Preparation for Client review meetings, including collation of key data, and coordinating subsequent follow up actions
- Being first point of contact for Client enquiries and correspondence
- Assisting with Marketing and Client Event administration
- Liaising with third party providers on a daily basis to ensure smooth transition of client information
- Ordering stationery and client gifts
- Ensuring client information is recorded accurately and meeting compliance guidelines

Training will be given to learn new processes and skills and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. You will have the opportunity to progress within the SJP Accreditation framework.

**The Person: PA to Directors**

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
- You will have excellent organisational skills where you are able to prioritise tasks and multitask accordingly
- Financial Services is desirable, and PA experience is 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, Teams, and other Microsoft Office Programs
- You will have extensive contact with clients, so it is essential that work with total discretion at all times

**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

St. James’s Place 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.
This business Is well established and highly successful.

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