Administrative Assistant

2 months ago


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

**Administrative Assistant**

**Location**:Knutsford, Cheshire

**Salary**:£22,000 to £25,000 (DoE)

**Hours**:Full time / In office

**We are a well-established Wealth Management company providing financial services for both private and corporate clients.**

An excellent opportunity has arisen for an experienced financial administrator to join our fast-paced client servicing team. Delivering administrative and technical support to the Partners & Advisors, covering a broad range of daily tasks.
An understanding and knowledge of Wealth Management products would be beneficial and specific St. James's Place experience would be very advantageous.

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.

**The Role: Administrative Assistant**
- A Point of contact for both clients and third parties
- Booking client meetings and diary management
- Preparing documentation for Partner and Advisor meetings
- Completing follow up client correspondence after meetings and all associated tasks
- Assist in the organising of seminars & conferences
- Update and input client information onto internal CRM systems
- Gathering and chasing information from third party providers and passing to the relevant team
- Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly
- Liaise with Head Office and admin centres as required
- Attend forums and workshops as appropriate for personal development

**The Person: Administrative Assistant**

To be considered for this role you will need:

- A positive ‘can do’ attitude
- Able to work as part of a team, as well as independently in a busy fast paced office environment
- Confident communication skills with team members, advisors, and clients both face to face and on the phone
- Excellent organisational skills, with the ability to manage and prioritise workloads is essential
- A flexible approach to day-to-day activities, adapting to the need of the business
- A high level of attention to detail

**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. SJP has funds under management in excess of £168.2bn.
This business is well established and highly successful.



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