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Pa / Administrator

3 months ago

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

**PA / Administrator**

**Location**: Warminster (hybrid working option)

**Salary**: Competitive salary based on experience

**Hours**: Part Time - around 25 hours per week

Are you a naturally personable, adaptable, and resourceful Administrator with excellent attention to detail?

Full training on IT systems and specific systems and processes is available but you will need to have previous experience in a client facing role and be a confident communicator.

You will live within commuting distance of the Warminster office and will be required to work in the office at least 2-3 days per week.

**The Role: PA/Administrator**

The role will be focussed on the day to day running of the Practice, managing all administrative tasks for the Partner including:

- Organising travel and diary management; including arranging review meetings with clients and prospects
- Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
- Pre-meeting preparation and post meeting follow up, including accurately updating Salesforce CRM with client circumstances and objectives after every meeting
- Running reports and illustrations and collating key data
- Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales.
- Producing templated Client Suitability Letters and reports

**Experience, Skills & Personal Attributes: PA/Administrator**
- You will enjoy a client facing role, where your professional and resourceful approach will be welcomed by Clients.
- Interest in Financial Services
- Strong organisational skills
- Ability to self-teach and problem solve proactively when undertaking tasks
- Have excellent verbal and written communication skills
- Be proficient across all IT systems
- Be self-motivated and ambitious with the ability to adapt, and a willingness to take on responsibility.

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. SJP has funds under management in excess of £148bn.
This business Is well established and highly successful.